SW
IBM icon

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
2024
Q3 		– Hold
0
– -$86.5K – 557
2024
Q2 		– Hold
0
– – – 506
2020
Q4 		– Sell
-1,046
Closed -$122K – 343
2020
Q3 		$122K Hold
1,046
– – 0.01% 267
2020
Q2 		$121K Buy
+1,046
New +$121K 0.02% 240

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.