Values Added Financial’s IBM IBM Stock Holding History

Values Added Financial’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	$660K	Sell	2,345 -2	-0.1%	-$504	0.24%	70
2026 Q1	$569K	Sell	2,347 -63	-3%	-$17K	0.24%	67
2025 Q4	$714K	Sell	2,410 -68	-3%	-$20.4K	0.3%	57
2025 Q3	$699K	Sell	2,478 -577	-19%	-$151K	0.31%	58
2025 Q2	$901K	Buy	3,055 +1,129	+59%	+$291K	0.44%	46
2025 Q1	$479K	Buy	1,926 +96	+5%	+$23.5K	0.27%	68
2024 Q4	$402K	Sell	1,830 -211	-10%	-$47K	0.23%	75
2024 Q3	$451K	Buy	2,041 +11	+0.5%	+$2.16K	0.28%	61
2024 Q2	$351K	Buy	2,030 +105	+5%	+$18.2K	0.25%	64
2024 Q1	$368K	Buy	1,925 +6	+0.3%	+$1.09K	0.29%	61
2023 Q4	$314K	Buy	1,919 +27	+1%	+$4.08K	0.26%	63
2023 Q3	$265K	Buy	1,892 +289	+18%	+$41.1K	0.24%	67
2023 Q2	$214K	Buy	+1,603	New	+$207K	0.2%	76

Other funds holding IBM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Values Added Financial's IBM Position: Q2 2026 in Review

Values Added Financial reduced its IBM (IBM) stake by 0.09% in Q2 2026, selling an estimated $504 and leaving 2,345 shares worth $660K. The position accounts for 0.24% of the portfolio, ranked #70.

Values Added Financial first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $901K in Q2 2025. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Values Added Financial held 2,345 shares of IBM worth $660K as of Q2 2026.
Values Added Financial sold 2 IBM shares in Q2 2026, an estimated $504.
IBM made up 0.24% of Values Added Financial's portfolio in Q2 2026, its #70 holding.
Values Added Financial first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's IBM position peaked at $901K in Q2 2025.
1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.