Smallwood Wealth Investment Management’s IBM IBM Stock Holding History

Smallwood Wealth Investment Management’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	$1.64M	Hold	5,831	–	–	0.72%	27
2026 Q1	$1.41M	Hold	5,831	–	–	0.74%	26
2025 Q4	$1.73M	Hold	5,831	–	–	0.9%	25
2025 Q3	$1.65M	Hold	5,831	–	–	0.84%	24
2025 Q2	$1.72M	Hold	5,831	–	–	0.98%	21
2025 Q1	$1.45M	Hold	5,831	–	–	0.91%	23
2024 Q4	$1.28M	Hold	5,831	–	–	0.87%	24
2024 Q3	$1.29M	Hold	5,831	–	–	0.92%	20
2024 Q2	$1.01M	Hold	5,831	–	–	0.78%	25
2024 Q1	$1.11M	Buy	5,831 +50	+0.9%	+$9.12K	0.86%	23
2023 Q4	$946K	Hold	5,781	–	–	0.78%	25
2023 Q3	$811K	Hold	5,781	–	–	0.74%	28
2023 Q2	$774K	Buy	5,781 +2,249	+64%	+$290K	0.69%	29
2023 Q1	$463K	Buy	3,532 +4	+0.1%	+$535	0.44%	36
2022 Q4	$497K	Sell	3,528 -439	-11%	-$60.6K	0.42%	42
2022 Q3	$471K	Buy	3,967 +431	+12%	+$56.6K	0.42%	45
2022 Q2	$499K	Sell	3,536 -600	-15%	-$81K	0.51%	36
2022 Q1	$538K	Buy	4,136 +135	+3%	+$17.6K	0.51%	32
2021 Q4	$535K	Buy	+4,001	New	+$502K	0.5%	34

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Smallwood Wealth Investment Management's IBM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its IBM (IBM) position steady in Q2 2026 at 5,831 shares worth $1.64M. The position accounts for 0.72% of the portfolio, ranked #27.

Smallwood Wealth Investment Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Smallwood Wealth Investment Management held 5,831 shares of IBM worth $1.64M as of Q2 2026.
Smallwood Wealth Investment Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.72% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #27 holding.
Smallwood Wealth Investment Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
Smallwood Wealth Investment Management's IBM position peaked at $1.73M in Q4 2025.
1,249 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.