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Towerpoint Wealth’s IBM IBM Stock Holding History

Towerpoint Wealth’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 		$235K Sell
834
-7
-0.8% -$1.76K 0.08% 105
2026
Q1 		$204K Sell
841
-2
-0.2% -$541 0.08% 92
2025
Q4 		$250K Buy
+843
New +$252K 0.1% 83

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
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Towerpoint Wealth's IBM Position: Q2 2026 in Review

Towerpoint Wealth reduced its IBM (IBM) stake by 0.83% in Q2 2026, selling an estimated $1.76K and leaving 834 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #105.

Towerpoint Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q4 2025. 1,486 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Towerpoint Wealth held 834 shares of IBM worth $235K as of Q2 2026.
  • Towerpoint Wealth sold 7 IBM shares in Q2 2026, an estimated $1.76K.
  • IBM made up 0.08% of Towerpoint Wealth's portfolio in Q2 2026, its #105 holding.
  • Towerpoint Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Towerpoint Wealth's IBM position peaked at $250K in Q4 2025.
  • 1,486 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.