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SteelPeak Wealth’s IBM IBM Stock Holding History

SteelPeak 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 		$8.11M Sell
28,833
-5,334
-16% -$1.34M 0.21% 94
2026
Q1 		$8.28M Buy
34,167
+28,063
+460% +$7.59M 0.25% 89
2025
Q4 		$1.81M Sell
6,104
-25,745
-81% -$7.71M 0.06% 220
2025
Q3 		$8.99M Sell
31,849
-13,526
-30% -$3.54M 0.3% 78
2025
Q2 		$13.4M Buy
45,375
+5,696
+14% +$1.47M 0.52% 46
2025
Q1 		$9.87M Sell
39,679
-8,616
-18% -$2.11M 0.41% 59
2024
Q4 		$10.6M Buy
48,295
+17,473
+57% +$3.89M 0.43% 48
2024
Q3 		$6.81M Sell
30,822
-59,596
-66% -$11.7M 0.3% 72
2024
Q2 		$15.6M Buy
90,418
+12,407
+16% +$2.16M 0.72% 33
2024
Q1 		$14.9M Sell
78,011
-5,162
-6% -$942K 0.75% 32
2023
Q4 		$13.6M Buy
83,173
+76,638
+1,173% +$11.6M 0.79% 27
2023
Q3 		$917K Sell
6,535
-35,596
-84% -$5.06M 0.06% 193
2023
Q2 		$5.64M Sell
42,131
-35,738
-46% -$4.61M 0.33% 64
2023
Q1 		$10.2M Buy
77,869
+21,309
+38% +$2.85M 0.69% 45
2022
Q4 		$7.97M Sell
56,560
-30,258
-35% -$4.17M 0.58% 49
2022
Q3 		$10.3M Sell
86,818
-2,483
-3% -$326K 0.77% 38
2022
Q2 		$12.6M Buy
89,301
+8,993
+11% +$1.21M 0.91% 26
2022
Q1 		$10.4M Buy
80,308
+22,403
+39% +$2.92M 0.59% 38
2021
Q4 		$7.74M Sell
57,905
-5,766
-9% -$723K 0.44% 55
2021
Q3 		$8.46M Buy
63,671
+5,954
+10% +$796K 0.56% 50
2021
Q2 		$8.09M Sell
57,717
-4,152
-7% -$568K 0.57% 48
2021
Q1 		$7.88M Buy
61,869
+18,647
+43% +$2.23M 0.62% 49
2020
Q4 		$5.2M Sell
43,222
-10,151
-19% -$1.17M 0.47% 52
2020
Q3 		$6.21M Sell
53,373
-742
-1% -$87.4K 0.67% 38
2020
Q2 		$6.25M Buy
54,115
+10,432
+24% +$1.21M 0.79% 29
2020
Q1 		$4.63M Buy
43,683
+424
+1% +$53.6K 0.73% 37
2019
Q4 		$5.54M Buy
+43,259
New +$5.62M 0.76% 37

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
VF
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

SteelPeak Wealth's IBM Position: Q2 2026 in Review

SteelPeak Wealth reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $1.34M and leaving 28,833 shares worth $8.11M. The position accounts for 0.21% of the portfolio, ranked #94.

SteelPeak Wealth first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.6M in Q2 2024. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SteelPeak Wealth held 28,833 shares of IBM worth $8.11M as of Q2 2026.
  • SteelPeak Wealth sold 5,334 IBM shares in Q2 2026, an estimated $1.34M.
  • IBM made up 0.21% of SteelPeak Wealth's portfolio in Q2 2026, its #94 holding.
  • SteelPeak Wealth first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's IBM position peaked at $15.6M in Q2 2024.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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