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Tanager Wealth Management’s IBM IBM Stock Holding History

Tanager Wealth Management’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 		$404K Buy
1,436
+445
+45% +$112K 0.04% 106
2026
Q1 		$240K Buy
991
+213
+27% +$57.6K 0.02% 128
2025
Q4 		$230K Buy
778
+21
+3% +$6.29K 0.02% 127
2025
Q3 		$214K Buy
+757
New +$198K 0.02% 125

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

Tanager Wealth Management's IBM Position: Q2 2026 in Review

Tanager Wealth Management increased its IBM (IBM) stake by 45% in Q2 2026, buying an estimated $112K and bringing the position to 1,436 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #106.

Tanager Wealth Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Tanager Wealth Management held 1,436 shares of IBM worth $404K as of Q2 2026.
  • Tanager Wealth Management bought 445 IBM shares in Q2 2026, an estimated $112K.
  • IBM made up 0.04% of Tanager Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Tanager Wealth Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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