Spectrum Planning & Advisory Services’s IBM IBM Stock Holding History

Spectrum Planning & Advisory Services’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	$217K	Sell	773 -266	-26%	-$67K	0.1%	105
2026 Q1	$252K	Buy	1,039 +51	+5%	+$13.8K	0.12%	99
2025 Q4	$293K	Buy	988 +3	+0.3%	+$898	0.15%	91
2025 Q3	$278K	Buy	985 +21	+2%	+$5.5K	0.16%	87
2025 Q2	$284K	Buy	+964	New	+$248K	0.18%	83

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Spectrum Planning & Advisory Services's IBM Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its IBM (IBM) stake by 26% in Q2 2026, selling an estimated $67K and leaving 773 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #105.

Spectrum Planning & Advisory Services first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $293K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Spectrum Planning & Advisory Services held 773 shares of IBM worth $217K as of Q2 2026.
Spectrum Planning & Advisory Services sold 266 IBM shares in Q2 2026, an estimated $67K.
IBM made up 0.1% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #105 holding.
Spectrum Planning & Advisory Services first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
Spectrum Planning & Advisory Services's IBM position peaked at $293K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.