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Sovereign Financial Group’s IBM IBM Stock Holding History

Sovereign Financial Group’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 		$1.25M Sell
4,459
-263
-6% -$66.3K 0.19% 92
2026
Q1 		$1.14M Sell
4,722
-277
-6% -$75K 0.2% 95
2025
Q4 		$1.48M Buy
4,999
+254
+5% +$76.1K 0.26% 71
2025
Q3 		$1.34M Buy
4,745
+80
+2% +$20.9K 0.25% 74
2025
Q2 		$1.38M Buy
4,665
+65
+1% +$16.7K 0.28% 66
2025
Q1 		$1.14M Sell
4,600
-219
-5% -$53.6K 0.26% 72
2024
Q4 		$1.06M Buy
4,819
+182
+4% +$40.5K 0.24% 80
2024
Q3 		$1.03M Sell
4,637
-144
-3% -$28.2K 0.24% 82
2024
Q2 		$827K Buy
4,781
+145
+3% +$25.2K 0.21% 93
2024
Q1 		$885K Buy
4,636
+1,058
+30% +$193K 0.24% 85
2023
Q4 		$585K Sell
3,578
-371
-9% -$56.1K 0.18% 110
2023
Q3 		$554K Sell
3,949
-233
-6% -$33.2K 0.2% 107
2023
Q2 		$560K Buy
4,182
+249
+6% +$32.1K 0.18% 127
2023
Q1 		$516K Buy
3,933
+23
+0.6% +$3.08K 0.19% 127
2022
Q4 		$551K Buy
3,910
+892
+30% +$123K 0.22% 114
2022
Q3 		$359K Buy
3,018
+313
+12% +$41.1K 0.15% 135
2022
Q2 		$382K Buy
2,705
+385
+17% +$52K 0.15% 131
2022
Q1 		$302K Buy
2,320
+429
+23% +$55.9K 0.11% 171
2021
Q4 		$253K Buy
1,891
+223
+13% +$28K 0.1% 174
2021
Q3 		$222K Sell
1,668
-119
-7% -$15.9K 0.13% 151
2021
Q2 		$228K Hold
1,787
– – 0.14% 147
2021
Q1 		$228K Buy
+1,787
New +$214K 0.14% 147

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

Sovereign Financial Group's IBM Position: Q2 2026 in Review

Sovereign Financial Group reduced its IBM (IBM) stake by 5.6% in Q2 2026, selling an estimated $66.3K and leaving 4,459 shares worth $1.25M. The position accounts for 0.19% of the portfolio, ranked #92.

Sovereign Financial Group first reported a position in IBM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.48M in Q4 2025. 1,843 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sovereign Financial Group held 4,459 shares of IBM worth $1.25M as of Q2 2026.
  • Sovereign Financial Group sold 263 IBM shares in Q2 2026, an estimated $66.3K.
  • IBM made up 0.19% of Sovereign Financial Group's portfolio in Q2 2026, its #92 holding.
  • Sovereign Financial Group first reported a position in IBM in Q1 2021 and has held it in 22 quarters since.
  • Sovereign Financial Group's IBM position peaked at $1.48M in Q4 2025.
  • 1,843 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.