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Thrive Wealth Management’s IBM IBM Stock Holding History

Thrive 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 		$2.35M Sell
8,366
-91
-1% -$22.9K 0.3% 41
2026
Q1 		$2.05M Buy
8,457
+2,963
+54% +$802K 0.31% 41
2025
Q4 		$1.63M Buy
5,494
+8
+0.1% +$2.4K 0.24% 50
2025
Q3 		$1.55M Sell
5,486
-268
-5% -$70.2K 0.23% 50
2025
Q2 		$1.7M Sell
5,754
-5
-0.1% -$1.29K 0.27% 44
2025
Q1 		$1.43M Sell
5,759
-642
-10% -$157K 0.27% 41
2024
Q4 		$1.41M Sell
6,401
-475
-7% -$106K 0.25% 45
2024
Q3 		$1.52M Sell
6,876
-73
-1% -$14.3K 0.28% 44
2024
Q2 		$1.2M Buy
6,949
+9
+0.1% +$1.56K 0.24% 50
2024
Q1 		$1.33M Sell
6,940
-371
-5% -$67.7K 0.27% 43
2023
Q4 		$1.2M Buy
7,311
+64
+0.9% +$9.67K 0.27% 48
2023
Q3 		$1.02M Buy
7,247
+60
+0.8% +$8.54K 0.27% 47
2023
Q2 		$962K Sell
7,187
-15
-0.2% -$1.94K 0.25% 52
2023
Q1 		$944K Buy
7,202
+294
+4% +$39.3K 0.24% 47
2022
Q4 		$973K Buy
6,908
+587
+9% +$81K 0.28% 44
2022
Q3 		$751K Buy
6,321
+911
+17% +$120K 0.26% 47
2022
Q2 		$764K Buy
5,410
+241
+5% +$32.5K 0.27% 41
2022
Q1 		$672K Buy
5,169
+1,921
+59% +$251K 0.2% 57
2021
Q4 		$434K Buy
+3,248
New +$407K 0.15% 89

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Thrive Wealth Management reduced its IBM (IBM) stake by 1.1% in Q2 2026, selling an estimated $22.9K and leaving 8,366 shares worth $2.35M. The position accounts for 0.3% of the portfolio, ranked #41.

Thrive Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Thrive Wealth Management held 8,366 shares of IBM worth $2.35M as of Q2 2026.
  • Thrive Wealth Management sold 91 IBM shares in Q2 2026, an estimated $22.9K.
  • IBM made up 0.3% of Thrive Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Thrive Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.