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Warren Street Wealth Advisors’s IBM IBM Stock Holding History

Warren Street Wealth Advisors’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 		$281K Sell
999
-108
-10% -$27.2K 0.06% 111
2026
Q1 		$268K Buy
1,107
+59
+6% +$16K 0.07% 101
2025
Q4 		$310K Sell
1,048
-735
-41% -$220K 0.09% 78
2025
Q3 		$503K Buy
1,783
+46
+3% +$12K 0.15% 65
2025
Q2 		$512K Buy
1,737
+836
+93% +$215K 0.17% 61
2025
Q1 		$224K Buy
+901
New +$220K 0.09% 98

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Warren Street Wealth Advisors's IBM Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its IBM (IBM) stake by 9.8% in Q2 2026, selling an estimated $27.2K and leaving 999 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #111.

Warren Street Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $512K in Q2 2025. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Warren Street Wealth Advisors held 999 shares of IBM worth $281K as of Q2 2026.
  • Warren Street Wealth Advisors sold 108 IBM shares in Q2 2026, an estimated $27.2K.
  • IBM made up 0.06% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Warren Street Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Warren Street Wealth Advisors's IBM position peaked at $512K in Q2 2025.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.