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Summit Wealth Partners’s IBM IBM Stock Holding History

Summit Wealth Partners’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 		$687K Buy
2,444
+1
+0% +$252 0.1% 145
2026
Q1 		$592K Buy
2,443
+605
+33% +$164K 0.09% 140
2025
Q4 		$544K Buy
1,838
+1
+0.1% +$299 0.1% 119
2025
Q3 		$518K Buy
1,837
+1
+0.1% +$262 0.09% 133
2025
Q2 		$541K Sell
1,836
-100
-5% -$25.8K 0.1% 128
2025
Q1 		$481K Buy
1,936
+1
+0.1% +$245 0.1% 127
2024
Q4 		$425K Buy
1,935
+1
+0.1% +$223 0.09% 132
2024
Q3 		$428K Buy
1,934
+101
+6% +$19.8K 0.08% 153
2024
Q2 		$317K Buy
1,833
+2
+0.1% +$348 0.07% 177
2024
Q1 		$350K Buy
1,831
+1
+0.1% +$182 0.07% 158
2023
Q4 		$299K Sell
1,830
-1,753
-49% -$265K 0.07% 164
2023
Q3 		$503K Sell
3,583
-904
-20% -$129K 0.13% 108
2023
Q2 		$600K Hold
4,487
– – 0.15% 94
2023
Q1 		$588K Buy
4,487
+1,524
+51% +$204K 0.15% 95
2022
Q4 		$417K Buy
2,963
+3
+0.1% +$414 0.11% 118
2022
Q3 		$352K Sell
2,960
-2,056
-41% -$270K 0.1% 116
2022
Q2 		$708K Buy
5,016
+2,865
+133% +$387K 0.19% 64
2022
Q1 		$280K Buy
2,151
+2
+0.1% +$261 0.06% 135
2021
Q4 		$287K Sell
2,149
-195
-8% -$24.5K 0.06% 133
2021
Q3 		$311K Buy
2,344
+2
+0.1% +$267 0.07% 121
2021
Q2 		$328K Buy
2,342
+81
+4% +$11.1K 0.08% 118
2021
Q1 		$288K Buy
2,261
+2
+0.1% +$239 0.07% 125
2020
Q4 		$272K Sell
2,259
-1
-0% -$116 0.07% 120
2020
Q3 		$263K Buy
2,260
+54
+2% +$6.36K 0.08% 127
2020
Q2 		$255K Buy
2,206
+2
+0.1% +$232 0.08% 122
2020
Q1 		$234K Sell
2,204
-348
-14% -$44K 0.1% 99
2019
Q4 		$327K Buy
+2,552
New +$332K 0.11% 87

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Summit Wealth Partners's IBM Position: Q2 2026 in Review

Summit Wealth Partners increased its IBM (IBM) stake by 0.04% in Q2 2026, buying an estimated $252 and bringing the position to 2,444 shares worth $687K. The position accounts for 0.1% of the portfolio, ranked #145.

Summit Wealth Partners first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $708K in Q2 2022. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Summit Wealth Partners held 2,444 shares of IBM worth $687K as of Q2 2026.
  • Summit Wealth Partners bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.1% of Summit Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Summit Wealth Partners first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's IBM position peaked at $708K in Q2 2022.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.