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Wealthquest’s IBM IBM Stock Holding History

Wealthquest’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 		$753K Buy
2,677
+193
+8% +$48.6K 0.05% 78
2026
Q1 		$602K Buy
2,484
+16
+0.6% +$4.33K 0.04% 79
2025
Q4 		$731K Buy
+2,468
New +$739K 0.06% 71
2025
Q3 		– Sell
-1,680
Closed -$495K – 76
2025
Q2 		$495K Buy
1,680
+100
+6% +$25.8K 0.04% 77
2025
Q1 		$393K Buy
1,580
+7
+0.4% +$1.71K 0.03% 86
2024
Q4 		$346K Sell
1,573
-186
-11% -$41.4K 0.03% 92
2024
Q3 		$386K Hold
1,759
– – 0.03% 83
2024
Q2 		$304K Buy
1,759
+37
+2% +$6.43K 0.03% 95
2024
Q1 		$329K Sell
1,722
-125
-7% -$22.8K 0.04% 98
2023
Q4 		$302K Sell
1,847
-1,641
-47% -$248K 0.03% 109
2023
Q3 		$489K Sell
3,488
-134
-4% -$19.1K 0.06% 76
2023
Q2 		$485K Buy
3,622
+275
+8% +$35.5K 0.06% 72
2023
Q1 		$439K Hold
3,347
– – 0.06% 75
2022
Q4 		$472K Hold
3,347
– – 0.06% 78
2022
Q3 		$397K Sell
3,347
-490
-13% -$64.3K 0.06% 84
2022
Q2 		$541K Hold
3,837
– – 0.08% 71
2022
Q1 		$512K Hold
3,837
– – 0.08% 78
2021
Q4 		$512K Sell
3,837
-939
-20% -$118K 0.08% 78
2021
Q3 		$634K Buy
4,776
+283
+6% +$37.8K 0.11% 64
2021
Q2 		$629K Sell
4,493
-303
-6% -$41.4K 0.11% 70
2021
Q1 		$610K Buy
4,796
+201
+4% +$24.1K 0.11% 68
2020
Q4 		$552K Sell
4,595
-598
-12% -$69.1K 0.12% 67
2020
Q3 		$604K Hold
5,193
– – 0.15% 56
2020
Q2 		$599K Buy
+5,193
New +$603K 0.15% 62
2019
Q4 		$665K Sell
5,193
-382
-7% -$49.6K 0.19% 69
2019
Q3 		$775K Hold
5,575
– – 0.26% 61
2019
Q2 		$735K Hold
5,575
– – 0.28% 61
2019
Q1 		$752K Hold
5,575
– – 0.28% 61
2018
Q4 		$605K Buy
+5,575
New +$669K 0.25% 68
2015
Q3 		$556K Sell
4,008
-209
-5% -$30.9K 1.01% 12
2015
Q2 		$656K Sell
4,217
-119
-3% -$19.1K 0.96% 13
2015
Q1 		$665K Hold
4,336
– – 0.96% 14
2014
Q4 		$665K Buy
+4,336
New +$690K 0.68% 14

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealthquest's IBM Position: Q2 2026 in Review

Wealthquest increased its IBM (IBM) stake by 7.8% in Q2 2026, buying an estimated $48.6K and bringing the position to 2,677 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #78.

Wealthquest first reported a position in IBM in Q4 2014 and has held it in 33 quarters since. The position peaked at $775K in Q3 2019. 1,362 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealthquest held 2,677 shares of IBM worth $753K as of Q2 2026.
  • Wealthquest bought 193 IBM shares in Q2 2026, an estimated $48.6K.
  • IBM made up 0.05% of Wealthquest's portfolio in Q2 2026, its #78 holding.
  • Wealthquest first reported a position in IBM in Q4 2014 and has held it in 33 quarters since.
  • Wealthquest's IBM position peaked at $775K in Q3 2019.
  • 1,362 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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