StrongBox Wealth’s IBM IBM Stock Holding History

StrongBox 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	$76.2K	Buy	+271	New	+$68.3K	0.02%	145

Other funds holding IBM

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

StrongBox Wealth's IBM Position: Q2 2026 in Review

StrongBox Wealth opened a new position in IBM (IBM) in Q2 2026: 271 shares worth $76.2K. The stake represents 0.02% of the portfolio and ranks #145 among its holdings.

1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

StrongBox Wealth held 271 shares of IBM worth $76.2K as of Q2 2026.
IBM was a new StrongBox Wealth position in Q2 2026.
IBM made up 0.02% of StrongBox Wealth's portfolio in Q2 2026, its #145 holding.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.