WESPAC Advisors SoCal’s IBM IBM Stock Holding History

WESPAC Advisors SoCal’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	$2.34M	Buy	8,306 +63	+0.8%	+$15.9K	0.42%	60
2026 Q1	$2M	Sell	8,243 -589	-7%	-$159K	0.42%	54
2025 Q4	$2.62M	Buy	8,832 +1,010	+13%	+$302K	0.53%	51
2025 Q3	$2.21M	Buy	7,822 +301	+4%	+$78.8K	0.45%	56
2025 Q2	$2.22M	Buy	7,521 +359	+5%	+$92.5K	0.49%	54
2025 Q1	$1.78M	Buy	+7,162	New	+$1.75M	0.46%	50
2019 Q2	–	Sell	-10	Closed	-$1K	–	178
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	321
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	320
2018 Q3	$1K	Buy	+10	New	+$1.4K	﹤0.01%	293
2018 Q2	–	Sell	-246	Closed	-$36K	–	159
2018 Q1	$36K	Sell	246 -442	-64%	-$66.9K	0.02%	124
2017 Q4	$100K	Buy	688 +10	+1%	+$1.45K	0.06%	101
2017 Q3	$94K	Hold	678	–	–	0.06%	106
2017 Q2	$99K	Hold	678	–	–	0.06%	103
2017 Q1	$113K	Sell	678 -81	-11%	-$13.6K	0.07%	99
2016 Q4	$121K	Hold	759	–	–	0.08%	96
2016 Q3	$115K	Buy	759 +678	+837%	+$103K	0.08%	93
2016 Q2	$11.7K	Sell	81 -702	-90%	-$100K	0.01%	194
2016 Q1	$114K	Buy	783 +580	+286%	+$74.1K	0.08%	85
2015 Q4	$26K	Buy	+203	New	+$27.3K	0.02%	148

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

WESPAC Advisors SoCal's IBM Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its IBM (IBM) stake by 0.76% in Q2 2026, buying an estimated $15.9K and bringing the position to 8,306 shares worth $2.34M. The position accounts for 0.42% of the portfolio, ranked #60.

WESPAC Advisors SoCal first reported a position in IBM in Q4 2015 and has held it in 19 quarters since. The position peaked at $2.62M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

WESPAC Advisors SoCal held 8,306 shares of IBM worth $2.34M as of Q2 2026.
WESPAC Advisors SoCal bought 63 IBM shares in Q2 2026, an estimated $15.9K.
IBM made up 0.42% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #60 holding.
WESPAC Advisors SoCal first reported a position in IBM in Q4 2015 and has held it in 19 quarters since.
WESPAC Advisors SoCal's IBM position peaked at $2.62M in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.