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Wall Street Financial Group’s IBM IBM Stock Holding History

Wall Street Financial Group’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 		$310K Buy
1,104
+232
+27% +$58.5K 0.17% 87
2026
Q1 		$211K Buy
872
+85
+11% +$23K 0.13% 104
2025
Q4 		$233K Sell
787
-76
-9% -$22.8K 0.17% 87
2025
Q3 		$222K Buy
863
+122
+16% +$31.9K 0.16% 87
2025
Q2 		$218K Buy
+741
New +$191K 0.2% 73

Other funds holding IBM

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wall Street Financial Group's IBM Position: Q2 2026 in Review

Wall Street Financial Group increased its IBM (IBM) stake by 27% in Q2 2026, buying an estimated $58.5K and bringing the position to 1,104 shares worth $310K. The position accounts for 0.17% of the portfolio, ranked #87.

Wall Street Financial Group first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wall Street Financial Group held 1,104 shares of IBM worth $310K as of Q2 2026.
  • Wall Street Financial Group bought 232 IBM shares in Q2 2026, an estimated $58.5K.
  • IBM made up 0.17% of Wall Street Financial Group's portfolio in Q2 2026, its #87 holding.
  • Wall Street Financial Group first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.