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Summit Wealth Group (Colorado)’s IBM IBM Stock Holding History

Summit Wealth Group (Colorado)’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 		$550K Buy
1,955
+422
+28% +$106K 0.05% 206
2026
Q1 		$372K Buy
1,533
+417
+37% +$113K 0.04% 222
2025
Q4 		$331K Buy
+1,116
New +$334K 0.04% 199
2025
Q3 		– Sell
-908
Closed -$268K – 351
2025
Q2 		$268K Buy
+908
New +$234K 0.07% 195

Other funds holding IBM

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IBM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its IBM (IBM) stake by 28% in Q2 2026, buying an estimated $106K and bringing the position to 1,955 shares worth $550K. The position accounts for 0.05% of the portfolio, ranked #206.

Summit Wealth Group (Colorado) first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,955 shares of IBM worth $550K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 422 IBM shares in Q2 2026, an estimated $106K.
  • IBM made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #206 holding.
  • Summit Wealth Group (Colorado) first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.