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Southland Equity Partners’s IBM IBM Stock Holding History

Southland Equity Partners’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 		$596K Buy
2,118
+19
+0.9% +$4.79K 0.1% 147
2026
Q1 		$509K Sell
2,099
-58
-3% -$15.7K 0.1% 146
2025
Q4 		$639K Sell
2,157
-28
-1% -$8.39K 0.13% 120
2025
Q3 		$616K Sell
2,185
-80
-4% -$20.9K 0.12% 117
2025
Q2 		$668K Buy
2,265
+11
+0.5% +$2.83K 0.15% 102
2025
Q1 		$561K Sell
2,254
-99
-4% -$24.2K 0.13% 112
2024
Q4 		$517K Buy
2,353
+151
+7% +$33.6K 0.12% 119
2024
Q3 		$487K Sell
2,202
-2
-0.1% -$392 0.12% 118
2024
Q2 		$381K Sell
2,204
-104
-5% -$18.1K 0.11% 122
2024
Q1 		$441K Buy
2,308
+127
+6% +$23.2K 0.12% 117
2023
Q4 		$357K Buy
2,181
+46
+2% +$6.95K 0.11% 124
2023
Q3 		$300K Buy
2,135
+57
+3% +$8.11K 0.1% 136
2023
Q2 		$278K Buy
2,078
+24
+1% +$3.1K 0.09% 148
2023
Q1 		$269K Buy
2,054
+28
+1% +$3.75K 0.11% 147
2022
Q4 		$285K Buy
2,026
+58
+3% +$8K 0.11% 129
2022
Q3 		$234K Buy
1,968
+8
+0.4% +$1.05K 0.11% 134
2022
Q2 		$277K Buy
1,960
+77
+4% +$10.4K 0.13% 125
2022
Q1 		$245K Hold
1,883
– – 0.1% 150
2021
Q4 		$252K Buy
1,883
+373
+25% +$46.8K 0.1% 150
2021
Q3 		$201K Buy
1,510
+25
+2% +$3.34K 0.09% 160
2021
Q2 		$208K Buy
+1,485
New +$203K 0.1% 154

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

Southland Equity Partners's IBM Position: Q2 2026 in Review

Southland Equity Partners increased its IBM (IBM) stake by 0.91% in Q2 2026, buying an estimated $4.79K and bringing the position to 2,118 shares worth $596K. The position accounts for 0.1% of the portfolio, ranked #147.

Southland Equity Partners first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. The position peaked at $668K in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Southland Equity Partners held 2,118 shares of IBM worth $596K as of Q2 2026.
  • Southland Equity Partners bought 19 IBM shares in Q2 2026, an estimated $4.79K.
  • IBM made up 0.1% of Southland Equity Partners's portfolio in Q2 2026, its #147 holding.
  • Southland Equity Partners first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
  • Southland Equity Partners's IBM position peaked at $668K in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.