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Symphony Financial Services’s IBM IBM Stock Holding History

Symphony Financial Services’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 		$209K Buy
+744
New +$187K 0.09% 102
2026
Q1 		– Sell
-741
Closed -$220K – 103
2025
Q4 		$220K Buy
741
+1
+0.1% +$299 0.11% 95
2025
Q3 		$209K Buy
740
+2
+0.3% +$524 0.11% 92
2025
Q2 		$218K Buy
+738
New +$190K 0.13% 78

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
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

Symphony Financial Services's IBM Position: Q2 2026 in Review

Symphony Financial Services opened a new position in IBM (IBM) in Q2 2026: 744 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #102 among its holdings. This is a return to the name: Symphony Financial Services previously reported a position in IBM as recently as Q4 2025.

Symphony Financial Services first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Symphony Financial Services held 744 shares of IBM worth $209K as of Q2 2026.
  • IBM was a new Symphony Financial Services position in Q2 2026.
  • IBM made up 0.09% of Symphony Financial Services's portfolio in Q2 2026, its #102 holding.
  • Symphony Financial Services first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Symphony Financial Services's IBM position peaked at $220K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.