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Venturi Wealth Management’s IBM IBM Stock Holding History

Venturi 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 		$2.13M Buy
7,582
+646
+9% +$163K 0.08% 128
2026
Q1 		$1.68M Buy
6,936
+200
+3% +$54.1K 0.08% 142
2025
Q4 		$2M Buy
6,736
+412
+7% +$123K 0.09% 122
2025
Q3 		$1.78M Sell
6,324
-988
-14% -$259K 0.08% 129
2025
Q2 		$2.16M Sell
7,312
-500
-6% -$129K 0.11% 112
2025
Q1 		$1.94M Buy
7,812
+3
+0% +$734 0.1% 120
2024
Q4 		$1.72M Buy
7,809
+108
+1% +$24.1K 0.08% 138
2024
Q3 		$1.7M Sell
7,701
-2,547
-25% -$499K 0.09% 128
2024
Q2 		$1.77M Buy
10,248
+2,484
+32% +$432K 0.11% 118
2024
Q1 		$1.48M Buy
7,764
+48
+0.6% +$8.76K 0.1% 129
2023
Q4 		$1.26M Sell
7,716
-8
-0.1% -$1.21K 0.09% 135
2023
Q3 		$1.08M Buy
7,724
+56
+0.7% +$7.97K 0.09% 144
2023
Q2 		$1.03M Buy
7,668
+606
+9% +$78.2K 0.08% 148
2023
Q1 		$926K Buy
7,062
+1,104
+19% +$148K 0.08% 169
2022
Q4 		$839K Sell
5,958
-81
-1% -$11.2K 0.07% 189
2022
Q3 		$717K Buy
6,039
+3,782
+168% +$496K 0.07% 190
2022
Q2 		$319K Buy
2,257
+1
+0% +$135 0.03% 265
2022
Q1 		$293K Sell
2,256
-149
-6% -$19.4K 0.02% 288
2021
Q4 		$322K Buy
2,405
+45
+2% +$5.64K 0.02% 283
2021
Q3 		$313K Sell
2,360
-134
-5% -$17.9K 0.03% 270
2021
Q2 		$349K Buy
2,494
+101
+4% +$13.8K 0.03% 258
2021
Q1 		$305K Sell
2,393
-361
-13% -$43.2K 0.03% 257
2020
Q4 		$331K Sell
2,754
-358
-12% -$41.4K 0.03% 247
2020
Q3 		$362K Sell
3,112
-4,005
-56% -$472K 0.04% 220
2020
Q2 		$822K Buy
7,117
+774
+12% +$89.9K 0.11% 120
2020
Q1 		$673K Buy
6,343
+868
+16% +$110K 0.12% 110
2019
Q4 		$702K Sell
5,475
-31
-0.6% -$4.03K 0.09% 135
2019
Q3 		$765K Buy
5,506
+3,210
+140% +$433K 0.1% 115
2019
Q2 		$303K Sell
2,296
-3,586
-61% -$471K 0.04% 198
2019
Q1 		$806K Sell
5,882
-4,220
-42% -$538K 0.1% 117
2018
Q4 		$663K Buy
10,102
+6,097
+152% +$732K 0.11% 120
2018
Q3 		$586K Buy
4,005
+45
+1% +$6.29K 0.1% 122
2018
Q2 		$548K Hold
3,960
– – 0.1% 125
2018
Q1 		$581K Buy
3,960
+21
+0.5% +$3.18K 0.11% 128
2017
Q4 		$578K Hold
3,939
– – 0.11% 139
2017
Q3 		$552K Hold
3,939
– – 0.12% 138
2017
Q2 		$579K Hold
3,939
– – 0.13% 126
2017
Q1 		$640K Buy
+3,939
New +$660K 0.15% 114

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Venturi Wealth Management increased its IBM (IBM) stake by 9.3% in Q2 2026, buying an estimated $163K and bringing the position to 7,582 shares worth $2.13M. The position accounts for 0.08% of the portfolio, ranked #128.

Venturi Wealth Management first reported a position in IBM in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.16M in Q2 2025. 958 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Venturi Wealth Management held 7,582 shares of IBM worth $2.13M as of Q2 2026.
  • Venturi Wealth Management bought 646 IBM shares in Q2 2026, an estimated $163K.
  • IBM made up 0.08% of Venturi Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Venturi Wealth Management first reported a position in IBM in Q1 2017 and has held it in 38 quarters since.
  • Venturi Wealth Management's IBM position peaked at $2.16M in Q2 2025.
  • 958 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.