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Team Financial Group’s IBM IBM Stock Holding History

Team Financial 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 		– Sell
-365
Closed -$88.4K – 144
2026
Q1 		$88.4K Buy
365
+3
+0.8% +$812 0.04% 81
2025
Q4 		$107K Buy
362
+2
+0.6% +$599 0.05% 70
2025
Q3 		$102K Buy
360
+14
+4% +$3.67K 0.05% 64
2025
Q2 		$102K Buy
+346
New +$89.1K 0.05% 60
2024
Q1 		– Sell
-331
Closed -$54.1K – 107
2023
Q4 		$54.1K Buy
331
+4
+1% +$604 0.04% 65
2023
Q3 		$45.9K Buy
+327
New +$46.5K 0.04% 63

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Team Financial Group's IBM Position: Q2 2026 in Review

Team Financial Group sold out of IBM (IBM) in Q2 2026, closing a stake of 365 shares — an estimated $88.4K sold.

Team Financial Group first reported a position in IBM in Q3 2023 and held it in 6 quarters. The position peaked at $107K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Team Financial Group reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 365 IBM shares in Q2 2026, an estimated $88.4K.
  • Team Financial Group first reported a position in IBM in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's IBM position peaked at $107K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.