Stonebridge Financial Planning Group’s IBM IBM Stock Holding History

Stonebridge Financial Planning 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	$334K	Buy	1,188 +19	+2%	+$4.79K	0.11%	149
2026 Q1	$283K	Hold	1,169	–	–	0.1%	150
2025 Q4	$346K	Hold	1,169	–	–	0.13%	138
2025 Q3	$330K	Buy	1,169 +10	+0.9%	+$2.62K	0.12%	146
2025 Q2	$342K	Hold	1,159	–	–	0.14%	134
2025 Q1	$288K	Hold	1,159	–	–	0.13%	139
2024 Q4	$255K	Buy	+1,159	New	+$258K	0.11%	143
2022 Q1	–	Sell	-193	Closed	-$26K	–	224
2021 Q4	$26K	Sell	193 -76	-28%	-$9.53K	0.01%	279
2021 Q3	$33K	Buy	269 +67	+33%	+$8.96K	0.02%	255
2021 Q2	$27K	Hold	202	–	–	0.01%	278
2021 Q1	$26K	Hold	202	–	–	0.02%	278
2020 Q4	$24K	Hold	202	–	–	0.02%	261
2020 Q3	$24K	Sell	202 -52	-20%	-$6.12K	0.02%	253
2020 Q2	$29K	Hold	254	–	–	0.02%	223
2020 Q1	$29K	Sell	254 -80	-24%	-$10.1K	0.03%	209
2019 Q4	$43K	Buy	+334	New	+$43.4K	0.04%	178

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

Stonebridge Financial Planning Group's IBM Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its IBM (IBM) stake by 1.6% in Q2 2026, buying an estimated $4.79K and bringing the position to 1,188 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #149.

Stonebridge Financial Planning Group first reported a position in IBM in Q4 2019 and has held it in 16 quarters since. The position peaked at $346K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Stonebridge Financial Planning Group held 1,188 shares of IBM worth $334K as of Q2 2026.
Stonebridge Financial Planning Group bought 19 IBM shares in Q2 2026, an estimated $4.79K.
IBM made up 0.11% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #149 holding.
Stonebridge Financial Planning Group first reported a position in IBM in Q4 2019 and has held it in 16 quarters since.
Stonebridge Financial Planning Group's IBM position peaked at $346K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.