Syntegra Private Wealth Group’s IBM IBM Stock Holding History

Syntegra Private Wealth 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	$1.41M	Sell	5,008 -17	-0.3%	-$4.28K	0.11%	54
2026 Q1	$1.22M	Buy	5,025 +9	+0.2%	+$2.44K	0.12%	56
2025 Q4	$1.49M	Sell	5,016 -147	-3%	-$44K	0.14%	51
2025 Q3	$1.46M	Buy	5,163 +235	+5%	+$61.5K	0.14%	49
2025 Q2	$1.45M	Sell	4,928 -557	-10%	-$144K	0.15%	49
2025 Q1	$1.36M	Buy	5,485 +28	+0.5%	+$6.85K	0.16%	46
2024 Q4	$1.2M	Sell	5,457 -194	-3%	-$43.2K	0.14%	47
2024 Q3	$1.25M	Sell	5,651 -175	-3%	-$34.3K	0.14%	45
2024 Q2	$1.01M	Buy	5,826 +1,365	+31%	+$237K	0.13%	52
2024 Q1	$852K	Hold	4,461	–	–	0.11%	53
2023 Q4	$730K	Buy	4,461 +70	+2%	+$10.6K	0.1%	52
2023 Q3	$616K	Buy	4,391 +837	+24%	+$119K	0.1%	56
2023 Q2	$476K	Buy	3,554 +340	+11%	+$43.9K	0.07%	69
2023 Q1	$421K	Hold	3,214	–	–	0.08%	75
2022 Q4	$453K	Buy	+3,214	New	+$443K	0.09%	60

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

Syntegra Private Wealth Group's IBM Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its IBM (IBM) stake by 0.34% in Q2 2026, selling an estimated $4.28K and leaving 5,008 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #54.

Syntegra Private Wealth Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Syntegra Private Wealth Group held 5,008 shares of IBM worth $1.41M as of Q2 2026.
Syntegra Private Wealth Group sold 17 IBM shares in Q2 2026, an estimated $4.28K.
IBM made up 0.11% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #54 holding.
Syntegra Private Wealth Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Syntegra Private Wealth Group's IBM position peaked at $1.49M in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.