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Total Clarity Wealth Management’s IBM IBM Stock Holding History

Total Clarity 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 		$3.2M Buy
11,369
+9,426
+485% +$2.37M 0.62% 35
2026
Q1 		$471K Buy
1,943
+183
+10% +$49.5K 0.11% 186
2025
Q4 		$521K Sell
1,760
-3,538
-67% -$1.06M 0.13% 169
2025
Q3 		$1.49M Buy
5,298
+3,664
+224% +$959K 0.4% 70
2025
Q2 		$482K Sell
1,634
-152
-9% -$39.2K 0.14% 161
2025
Q1 		$393K Hold
1,786
– – 0.13% 168
2024
Q4 		$393K Buy
1,786
+47
+3% +$10.5K 0.13% 170
2024
Q3 		$384K Sell
1,739
-11
-0.6% -$2.16K 0.12% 167
2024
Q2 		$303K Sell
1,750
-22
-1% -$3.82K 0.11% 186
2024
Q1 		$338K Buy
1,772
+83
+5% +$15.1K 0.12% 189
2023
Q4 		$276K Sell
1,689
-1,558
-48% -$235K 0.11% 184
2023
Q3 		$456K Buy
3,247
+39
+1% +$5.55K 0.22% 119
2023
Q2 		$429K Buy
3,208
+1,616
+102% +$209K 0.21% 120
2023
Q1 		$209K Buy
+1,592
New +$213K 0.11% 166
2022
Q3 		– Sell
-260
Closed -$37K – 558
2022
Q2 		$37K Buy
+260
New +$35.1K 0.02% 450
2022
Q1 		– Sell
-255
Closed -$34K – 515
2021
Q4 		$34K Buy
255
+213
+507% +$26.7K 0.02% 466
2021
Q3 		$6K Buy
+42
New +$5.61K ﹤0.01% 782

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Total Clarity Wealth Management's IBM Position: Q2 2026 in Review

Total Clarity Wealth Management increased its IBM (IBM) stake by 485% in Q2 2026, buying an estimated $2.37M and bringing the position to 11,369 shares worth $3.2M. The position accounts for 0.62% of the portfolio, ranked #35.

Total Clarity Wealth Management first reported a position in IBM in Q3 2021 and has held it in 17 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Total Clarity Wealth Management held 11,369 shares of IBM worth $3.2M as of Q2 2026.
  • Total Clarity Wealth Management bought 9,426 IBM shares in Q2 2026, an estimated $2.37M.
  • IBM made up 0.62% of Total Clarity Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Total Clarity Wealth Management first reported a position in IBM in Q3 2021 and has held it in 17 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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