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Wealthedge Investment Advisors’s IBM IBM Stock Holding History

Wealthedge Investment 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 		$622K Buy
+2,212
New +$557K 0.21% 88
2026
Q1 		– Sell
-737
Closed -$218K – 153
2025
Q4 		$218K Buy
+737
New +$221K 0.08% 124
2025
Q3 		– Sell
-701
Closed -$207K – 142
2025
Q2 		$207K Buy
+701
New +$181K 0.09% 133

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Wealthedge Investment Advisors's IBM Position: Q2 2026 in Review

Wealthedge Investment Advisors opened a new position in IBM (IBM) in Q2 2026: 2,212 shares worth $622K. The stake represents 0.21% of the portfolio and ranks #88 among its holdings. This is a return to the name: Wealthedge Investment Advisors previously reported a position in IBM as recently as Q4 2025.

Wealthedge Investment Advisors first reported a position in IBM in Q2 2025 and has held it in 3 quarters since. 2,274 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealthedge Investment Advisors held 2,212 shares of IBM worth $622K as of Q2 2026.
  • IBM was a new Wealthedge Investment Advisors position in Q2 2026.
  • IBM made up 0.21% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Wealthedge Investment Advisors first reported a position in IBM in Q2 2025 and has held it in 3 quarters since.
  • 2,274 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.