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Wealth Management Associates’s IBM IBM Stock Holding History

Wealth Management Associates’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 		$1.4M Buy
4,992
+1,049
+27% +$264K 0.39% 52
2026
Q1 		$956K Sell
3,943
-2,032
-34% -$550K 0.33% 63
2025
Q4 		$1.77M Buy
5,975
+426
+8% +$128K 0.62% 38
2025
Q3 		$1.57M Buy
5,549
+450
+9% +$118K 0.56% 43
2025
Q2 		$1.5M Buy
5,099
+11
+0.2% +$2.83K 0.59% 39
2025
Q1 		$1.27M Buy
5,088
+26
+0.5% +$6.36K 0.54% 41
2024
Q4 		$1.11M Sell
5,062
-136
-3% -$30.3K 0.48% 47
2024
Q3 		$1.15M Buy
5,198
+46
+0.9% +$9.02K 0.51% 44
2024
Q2 		$891K Hold
5,152
– – 0.42% 54
2024
Q1 		$891K Sell
5,152
-1,240
-19% -$226K 0.42% 54
2023
Q4 		$1.05M Buy
6,392
+65
+1% +$9.82K 0.55% 44
2023
Q3 		$888K Sell
6,327
-385
-6% -$54.8K 0.52% 44
2023
Q2 		$898K Sell
6,712
-200
-3% -$25.8K 0.51% 45
2023
Q1 		$906K Sell
6,912
-378
-5% -$50.6K 0.56% 43
2022
Q4 		$1.03M Sell
7,290
-1,171
-14% -$162K 0.68% 34
2022
Q3 		$1.01M Buy
8,461
+404
+5% +$53K 0.71% 34
2022
Q2 		$1.14M Buy
8,057
+33
+0.4% +$4.45K 0.78% 29
2022
Q1 		$1.04M Buy
8,024
+385
+5% +$50.2K 0.59% 38
2021
Q4 		$1.02M Buy
7,639
+1,285
+20% +$161K 0.55% 40
2021
Q3 		$844K Sell
6,354
-1,964
-24% -$263K 0.49% 48
2021
Q2 		$1.17M Sell
8,318
-78
-0.9% -$10.7K 0.66% 33
2021
Q1 		$1.07M Sell
8,396
-787
-9% -$94.2K 0.68% 30
2020
Q4 		$1.11M Sell
9,183
-390
-4% -$45.1K 0.73% 29
2020
Q3 		$1.11M Buy
9,573
+3,798
+66% +$447K 0.86% 27
2020
Q2 		$667K Buy
5,775
+51
+0.9% +$5.92K 0.56% 49
2020
Q1 		$607K Buy
5,724
+276
+5% +$34.9K 0.61% 42
2019
Q4 		$698K Buy
5,448
+249
+5% +$32.4K 0.5% 47
2019
Q3 		$723K Sell
5,199
-71
-1% -$9.58K 0.58% 37
2019
Q2 		$695K Sell
5,270
-70
-1% -$9.2K 0.69% 33
2019
Q1 		$720K Buy
5,340
+398
+8% +$50.7K 0.79% 30
2018
Q4 		$537K Buy
+4,942
New +$593K 0.72% 33

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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 Management Associates's IBM Position: Q2 2026 in Review

Wealth Management Associates increased its IBM (IBM) stake by 27% in Q2 2026, buying an estimated $264K and bringing the position to 4,992 shares worth $1.4M. The position accounts for 0.39% of the portfolio, ranked #52.

Wealth Management Associates first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.77M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealth Management Associates held 4,992 shares of IBM worth $1.4M as of Q2 2026.
  • Wealth Management Associates bought 1,049 IBM shares in Q2 2026, an estimated $264K.
  • IBM made up 0.39% of Wealth Management Associates's portfolio in Q2 2026, its #52 holding.
  • Wealth Management Associates first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's IBM position peaked at $1.77M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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