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Wealth Group’s IBM IBM Stock Holding History

Wealth 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 		$2.86M Buy
10,161
+7,486
+280% +$1.89M 0.71% 37
2026
Q1 		$648K Hold
2,675
– – 0.6% 42
2025
Q4 		$792K Buy
+2,675
New +$801K 0.77% 37
2025
Q2 		$754K Buy
2,559
+54
+2% +$13.9K 0.75% 37
2025
Q1 		$623K Sell
2,505
-714
-22% -$175K 0.4% 58
2024
Q4 		$708K Buy
3,219
+714
+29% +$159K 0.46% 51
2024
Q3 		$554K Sell
2,505
-705
-22% -$138K 0.37% 63
2024
Q2 		$555K Sell
3,210
-98
-3% -$17K 0.4% 57
2024
Q1 		$632K Buy
+3,308
New +$603K 0.48% 51

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Wealth Group's IBM Position: Q2 2026 in Review

Wealth Group increased its IBM (IBM) stake by 280% in Q2 2026, buying an estimated $1.89M and bringing the position to 10,161 shares worth $2.86M. The position accounts for 0.71% of the portfolio, ranked #37.

Wealth Group first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealth Group held 10,161 shares of IBM worth $2.86M as of Q2 2026.
  • Wealth Group bought 7,486 IBM shares in Q2 2026, an estimated $1.89M.
  • IBM made up 0.71% of Wealth Group's portfolio in Q2 2026, its #37 holding.
  • Wealth Group first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.