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TradeWell Securities’s IBM IBM Stock Holding History

TradeWell Securities’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 		$291K Buy
1,034
+16
+2% +$4.03K 0.1% 45
2026
Q1 		$247K Buy
1,018
+6
+0.6% +$1.62K 0.1% 47
2025
Q4 		$300K Buy
1,012
+5
+0.5% +$1.5K 0.12% 38
2025
Q3 		$289K Buy
1,007
+5
+0.5% +$1.31K 0.12% 39
2025
Q2 		$295K Buy
1,002
+6
+0.6% +$1.55K 0.14% 35
2025
Q1 		$248K Sell
996
-2
-0.2% -$489 0.14% 36
2024
Q4 		$219K Buy
+998
New +$222K 0.11% 36

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

TradeWell Securities's IBM Position: Q2 2026 in Review

TradeWell Securities increased its IBM (IBM) stake by 1.6% in Q2 2026, buying an estimated $4.03K and bringing the position to 1,034 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #45.

TradeWell Securities first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q4 2025. 1,862 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • TradeWell Securities held 1,034 shares of IBM worth $291K as of Q2 2026.
  • TradeWell Securities bought 16 IBM shares in Q2 2026, an estimated $4.03K.
  • IBM made up 0.1% of TradeWell Securities's portfolio in Q2 2026, its #45 holding.
  • TradeWell Securities first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • TradeWell Securities's IBM position peaked at $300K in Q4 2025.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.