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Wingate Wealth Advisors’s IBM IBM Stock Holding History

Wingate Wealth 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 		$428K Hold
1,522
– – 0.19% 82
2026
Q1 		$369K Sell
1,522
-6
-0.4% -$1.62K 0.2% 86
2025
Q4 		$453K Buy
1,528
+292
+24% +$87.5K 0.25% 73
2025
Q3 		$349K Buy
+1,236
New +$324K 0.24% 85
2025
Q2 		– Sell
-1,363
Closed -$339K – 103
2025
Q1 		$339K Sell
1,363
-392
-22% -$95.9K 0.39% 70
2024
Q4 		$386K Buy
+1,755
New +$391K 0.38% 69

Other funds holding IBM

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
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
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 22.94% 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

Wingate Wealth Advisors's IBM Position: Q2 2026 in Review

Wingate Wealth Advisors held its IBM (IBM) position steady in Q2 2026 at 1,522 shares worth $428K. The position accounts for 0.19% of the portfolio, ranked #82.

Wingate Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $453K in Q4 2025. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wingate Wealth Advisors held 1,522 shares of IBM worth $428K as of Q2 2026.
  • Wingate Wealth Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.19% of Wingate Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Wingate Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Wingate Wealth Advisors's IBM position peaked at $453K in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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