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Westfuller Advisors’s IBM IBM Stock Holding History

Westfuller 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 		$1.32M Buy
4,702
+17
+0.4% +$4.28K 0.48% 54
2026
Q1 		$1.14M Buy
4,685
+3,947
+535% +$1.07M 0.49% 52
2025
Q4 		$219K Buy
738
+28
+4% +$8.39K 0.09% 143
2025
Q3 		$200K Buy
+710
New +$186K 0.09% 149

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

Westfuller Advisors's IBM Position: Q2 2026 in Review

Westfuller Advisors increased its IBM (IBM) stake by 0.36% in Q2 2026, buying an estimated $4.28K and bringing the position to 4,702 shares worth $1.32M. The position accounts for 0.48% of the portfolio, ranked #54.

Westfuller Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 1,777 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Westfuller Advisors held 4,702 shares of IBM worth $1.32M as of Q2 2026.
  • Westfuller Advisors bought 17 IBM shares in Q2 2026, an estimated $4.28K.
  • IBM made up 0.48% of Westfuller Advisors's portfolio in Q2 2026, its #54 holding.
  • Westfuller Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 1,777 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.