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Waterfront Wealth’s IBM IBM Stock Holding History

Waterfront Wealth’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 		$620K Sell
2,158
-5
-0.2% -$1.26K 0.1% 205
2026
Q1 		$524K Buy
2,163
+15
+0.7% +$4.06K 0.1% 198
2025
Q4 		$635K Buy
2,148
+1
+0% +$299 0.12% 180
2025
Q3 		$616K Buy
2,147
+8
+0.4% +$2.09K 0.13% 180
2025
Q2 		$631K Buy
2,139
+1
+0% +$258 0.14% 176
2025
Q1 		$532K Sell
2,138
-255
-11% -$62.4K 0.13% 175
2024
Q4 		$526K Buy
2,393
+46
+2% +$10.2K 0.13% 176
2024
Q3 		$498K Buy
2,347
+41
+2% +$8.04K 0.12% 180
2024
Q2 		$399K Sell
2,306
-401
-15% -$69.7K 0.11% 181
2024
Q1 		$450K Sell
2,707
-5,273
-66% -$962K 0.13% 176
2023
Q4 		$1.31M Sell
7,980
-3,047
-28% -$460K 0.38% 74
2023
Q3 		$1.5M Buy
11,027
+216
+2% +$30.7K 0.49% 56
2023
Q2 		$1.52M Buy
10,811
+275
+3% +$35.5K 0.45% 56
2023
Q1 		$1.38M Sell
10,536
-1,030
-9% -$138K 0.45% 59
2022
Q4 		$1.55M Sell
11,566
-249
-2% -$34.3K 0.53% 49
2022
Q3 		$1.61M Sell
11,815
-490
-4% -$64.3K 0.61% 39
2022
Q2 		$1.74M Sell
12,305
-421
-3% -$56.8K 0.7% 36
2022
Q1 		$1.63M Buy
12,726
+834
+7% +$109K 0.58% 42
2021
Q4 		$1.59M Sell
11,892
-1,310
-10% -$164K 0.63% 42
2021
Q3 		$1.75M Buy
13,202
+409
+3% +$54.7K 0.85% 31
2021
Q2 		$1.79M Buy
12,793
+685
+6% +$93.7K 0.85% 33
2021
Q1 		$1.54M Buy
12,108
+1,297
+12% +$155K 0.78% 34
2020
Q4 		$1.3M Buy
+10,811
New +$1.25M 0.92% 26

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
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

Waterfront Wealth's IBM Position: Q2 2026 in Review

Waterfront Wealth reduced its IBM (IBM) stake by 0.23% in Q2 2026, selling an estimated $1.26K and leaving 2,158 shares worth $620K. The position accounts for 0.1% of the portfolio, ranked #205.

Waterfront Wealth first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q2 2021. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Waterfront Wealth held 2,158 shares of IBM worth $620K as of Q2 2026.
  • Waterfront Wealth sold 5 IBM shares in Q2 2026, an estimated $1.26K.
  • IBM made up 0.1% of Waterfront Wealth's portfolio in Q2 2026, its #205 holding.
  • Waterfront Wealth first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's IBM position peaked at $1.79M in Q2 2021.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.