Werba Rubin Papier Wealth Management’s IBM IBM Stock Holding History

Werba Rubin Papier Wealth Management’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	$348K	Sell	1,236 -24	-2%	-$6.05K	0.04%	194
2026 Q1	$305K	Buy	1,260 +361	+40%	+$97.7K	0.04%	194
2025 Q4	$266K	Sell	899 -3,284	-79%	-$984K	0.07%	175
2025 Q3	$1.18M	Buy	4,183 +29	+0.7%	+$7.59K	0.19%	70
2025 Q2	$1.22M	Buy	4,154 +305	+8%	+$78.6K	0.23%	64
2025 Q1	$957K	Sell	3,849 -18	-0.5%	-$4.4K	0.21%	72
2024 Q4	$850K	Buy	3,867 +12	+0.3%	+$2.67K	0.2%	69
2024 Q3	$852K	Sell	3,855 -63	-2%	-$12.4K	0.2%	70
2024 Q2	$678K	Buy	+3,918	New	+$681K	0.19%	69

Other funds holding IBM

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

Citigroup New York $303B AUM 53.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Werba Rubin Papier Wealth Management's IBM Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its IBM (IBM) stake by 1.9% in Q2 2026, selling an estimated $6.05K and leaving 1,236 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #194.

Werba Rubin Papier Wealth Management first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q2 2025. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Werba Rubin Papier Wealth Management held 1,236 shares of IBM worth $348K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 24 IBM shares in Q2 2026, an estimated $6.05K.
IBM made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #194 holding.
Werba Rubin Papier Wealth Management first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
Werba Rubin Papier Wealth Management's IBM position peaked at $1.22M in Q2 2025.
2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.