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SkyOak Wealth’s IBM IBM Stock Holding History

SkyOak Wealth’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.03M Buy
21,432
+539
+3% +$136K 0.98% 31
2026
Q1 		$5.06M Buy
20,893
+426
+2% +$115K 0.93% 32
2025
Q4 		$6.06M Sell
20,467
-2,099
-9% -$629K 1.09% 29
2025
Q3 		$6.37M Buy
22,566
+8,400
+59% +$2.2M 1.2% 26
2025
Q2 		$4.18M Sell
14,166
-1,000
-7% -$258K 0.84% 32
2025
Q1 		$3.77M Buy
15,166
+190
+1% +$46.5K 0.83% 34
2024
Q4 		$3.29M Buy
14,976
+1,239
+9% +$276K 0.7% 38
2024
Q3 		$3.04M Sell
13,737
-742
-5% -$145K 0.67% 41
2024
Q2 		$2.5M Buy
14,479
+552
+4% +$95.9K 0.58% 45
2024
Q1 		$2.66M Buy
13,927
+129
+0.9% +$23.5K 0.64% 40
2023
Q4 		$2.26M Sell
13,798
-500
-3% -$75.6K 0.59% 46
2023
Q3 		$2.01M Buy
14,298
+100
+0.7% +$14.2K 0.59% 46
2023
Q2 		$1.9M Buy
14,198
+2,795
+25% +$361K 0.54% 48
2023
Q1 		$1.49M Buy
11,403
+1,525
+15% +$204K 0.46% 54
2022
Q4 		$1.39M Buy
9,878
+175
+2% +$24.1K 0.47% 54
2022
Q3 		$1.15M Buy
9,703
+1,357
+16% +$178K 0.41% 62
2022
Q2 		$1.18M Sell
8,346
-601
-7% -$81.1K 0.4% 66
2022
Q1 		$1.16M Buy
8,947
+425
+5% +$55.4K 0.32% 78
2021
Q4 		$1.14M Buy
8,522
+1,245
+17% +$156K 0.29% 80
2021
Q3 		$967K Hold
7,277
– – 0.26% 83
2021
Q2 		$1.02M Buy
7,277
+173
+2% +$23.7K 0.27% 82
2021
Q1 		$971K Buy
7,104
+209
+3% +$25K 0.27% 82
2020
Q4 		$830K Buy
6,895
+2,066
+43% +$239K 0.26% 94
2020
Q3 		$562K Sell
4,829
-314
-6% -$37K 0.2% 114
2020
Q2 		$594K Buy
5,143
+1,444
+39% +$168K 0.22% 108
2020
Q1 		$392K Sell
3,699
-72
-2% -$9.11K 0.2% 123
2019
Q4 		$483K Buy
+3,771
New +$490K 0.15% 159

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SkyOak Wealth's IBM Position: Q2 2026 in Review

SkyOak Wealth increased its IBM (IBM) stake by 2.6% in Q2 2026, buying an estimated $136K and bringing the position to 21,432 shares worth $6.03M. The position accounts for 0.98% of the portfolio, ranked #31.

SkyOak Wealth first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.37M in Q3 2025. 1,961 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SkyOak Wealth held 21,432 shares of IBM worth $6.03M as of Q2 2026.
  • SkyOak Wealth bought 539 IBM shares in Q2 2026, an estimated $136K.
  • IBM made up 0.98% of SkyOak Wealth's portfolio in Q2 2026, its #31 holding.
  • SkyOak Wealth first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's IBM position peaked at $6.37M in Q3 2025.
  • 1,961 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.