Wealth Architects’s IBM IBM Stock Holding History

Wealth Architects’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	$1.32M	Buy	4,686 +83	+2%	+$20.9K	0.1%	91
2026 Q1	$1.12M	Buy	4,603 +354	+8%	+$95.8K	0.1%	93
2025 Q4	$1.26M	Sell	4,249 -30	-0.7%	-$8.98K	0.11%	83
2025 Q3	$1.21M	Buy	4,279 +530	+14%	+$139K	0.11%	83
2025 Q2	$1.11M	Sell	3,749 -12	-0.3%	-$3.09K	0.11%	84
2025 Q1	$935K	Buy	3,761 +20	+0.5%	+$4.89K	0.1%	95
2024 Q4	$822K	Sell	3,741 -36	-1%	-$8.02K	0.09%	93
2024 Q3	$835K	Sell	3,777 -4	-0.1%	-$784	0.09%	89
2024 Q2	$654K	Sell	3,781 -1	-0%	-$174	0.08%	103
2024 Q1	$722K	Sell	3,782 -1,910	-34%	-$348K	0.1%	98
2023 Q4	$931K	Buy	5,692 +1,866	+49%	+$282K	0.13%	74
2023 Q3	$537K	Buy	3,826 +168	+5%	+$23.9K	0.09%	101
2023 Q2	$489K	Sell	3,658 -83	-2%	-$10.7K	0.08%	115
2023 Q1	$490K	Sell	3,741 -5	-0.1%	-$669	0.09%	107
2022 Q4	$528K	Sell	3,746 -22	-0.6%	-$3.04K	0.1%	93
2022 Q3	$448K	Sell	3,768 -289	-7%	-$37.9K	0.09%	98
2022 Q2	$573K	Sell	4,057 -269	-6%	-$36.3K	0.11%	86
2022 Q1	$562K	Sell	4,326 -390	-8%	-$50.9K	0.1%	100
2021 Q4	$630K	Sell	4,716 -250	-5%	-$31.4K	0.11%	90
2021 Q3	$660K	Sell	4,966 -101	-2%	-$13.5K	0.13%	74
2021 Q2	$710K	Buy	5,067 +114	+2%	+$15.6K	0.14%	67
2021 Q1	$631K	Sell	4,953 -401	-7%	-$48K	0.14%	70
2020 Q4	$644K	Buy	5,354 +221	+4%	+$25.5K	0.15%	62
2020 Q3	$597K	Buy	5,133 +230	+5%	+$27.1K	0.16%	61
2020 Q2	$566K	Sell	4,903 -49	-1%	-$5.69K	0.16%	61
2020 Q1	$525K	Sell	4,952 -215	-4%	-$27.2K	0.18%	55
2019 Q4	$662K	Sell	5,167 -792	-13%	-$103K	0.18%	49
2019 Q3	$828K	Sell	5,959 -8	-0.1%	-$1.08K	0.25%	41
2019 Q2	$787K	Sell	5,967 -572	-9%	-$75.1K	0.24%	44
2019 Q1	$882K	Sell	6,539 -41	-0.6%	-$5.23K	0.28%	38
2018 Q4	$715K	Sell	6,580 -582	-8%	-$69.9K	0.26%	41
2018 Q3	$1.03M	Buy	7,162 +1,063	+17%	+$149K	0.32%	33
2018 Q2	$815K	Sell	6,099 -19	-0.3%	-$2.65K	0.26%	38
2018 Q1	$897K	Sell	6,118 -4	-0.1%	-$605	0.3%	36
2017 Q4	$898K	Sell	6,122 -410	-6%	-$59.6K	0.29%	38
2017 Q3	$906K	Sell	6,532 -21	-0.3%	-$2.93K	0.32%	35
2017 Q2	$963K	Sell	6,553 -36	-0.5%	-$5.43K	0.36%	32
2017 Q1	$1.1M	Buy	6,589 +3	+0%	+$503	0.44%	29
2016 Q4	$1.04M	Sell	6,586 -424	-6%	-$64.6K	0.47%	29
2016 Q3	$1.06M	Sell	7,010 -15	-0.2%	-$2.28K	0.49%	26
2016 Q2	$1.02M	Buy	7,025 +14	+0.2%	+$2K	0.49%	26
2016 Q1	$1.01M	Sell	7,011 -1,010	-13%	-$129K	0.51%	27
2015 Q4	$1.05M	Buy	8,021 +1,241	+18%	+$167K	0.52%	24
2015 Q3	$940K	Sell	6,780 -281	-4%	-$41.5K	0.5%	29
2015 Q2	$1.1M	Buy	7,061 +1,717	+32%	+$276K	0.59%	19
2015 Q1	$820K	Sell	5,344 -194	-4%	-$29.4K	0.47%	28
2014 Q4	$849K	Buy	+5,538	New	+$881K	0.5%	26

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Architects's IBM Position: Q2 2026 in Review

Wealth Architects increased its IBM (IBM) stake by 1.8% in Q2 2026, buying an estimated $20.9K and bringing the position to 4,686 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #91.

Wealth Architects first reported a position in IBM in Q4 2014 and has held it in 47 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Wealth Architects held 4,686 shares of IBM worth $1.32M as of Q2 2026.
Wealth Architects bought 83 IBM shares in Q2 2026, an estimated $20.9K.
IBM made up 0.1% of Wealth Architects's portfolio in Q2 2026, its #91 holding.
Wealth Architects first reported a position in IBM in Q4 2014 and has held it in 47 quarters since.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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