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Worth Asset Management’s IBM IBM Stock Holding History

Worth Asset 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 		$563K Buy
2,002
+269
+16% +$67.8K 0.18% 105
2026
Q1 		$420K Sell
1,733
-4,351
-72% -$1.18M 0.16% 122
2025
Q4 		$1.8M Buy
6,084
+4,470
+277% +$1.34M 0.76% 33
2025
Q3 		$455K Sell
1,614
-136
-8% -$35.6K 0.2% 81
2025
Q2 		$516K Sell
1,750
-268
-13% -$69K 0.25% 67
2025
Q1 		$502K Sell
2,018
-1,490
-42% -$364K 0.27% 67
2024
Q4 		$771K Sell
3,508
-5,438
-61% -$1.21M 0.41% 56
2024
Q3 		$1.98M Buy
8,946
+7,494
+516% +$1.47M 1.08% 24
2024
Q2 		$251K Sell
1,452
-476
-25% -$82.7K 0.15% 108
2024
Q1 		$368K Buy
1,928
+245
+15% +$44.7K 0.23% 74
2023
Q4 		$275K Buy
+1,683
New +$254K 0.2% 79
2023
Q3 		– Sell
-867
Closed -$116K – 234
2023
Q2 		$116K Buy
867
+101
+13% +$13K 0.09% 126
2023
Q1 		$100K Buy
766
+1
+0.1% +$134 0.08% 132
2022
Q4 		$108K Buy
765
+2
+0.3% +$276 0.08% 116
2022
Q3 		$90K Sell
763
-9,724
-93% -$1.28M 0.07% 105
2022
Q2 		$1.48M Buy
10,487
+9,490
+952% +$1.28M 1.01% 18
2022
Q1 		$132K Buy
+997
New +$130K 0.09% 106

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

Worth Asset Management's IBM Position: Q2 2026 in Review

Worth Asset Management increased its IBM (IBM) stake by 16% in Q2 2026, buying an estimated $67.8K and bringing the position to 2,002 shares worth $563K. The position accounts for 0.18% of the portfolio, ranked #105.

Worth Asset Management first reported a position in IBM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.98M in Q3 2024. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Worth Asset Management held 2,002 shares of IBM worth $563K as of Q2 2026.
  • Worth Asset Management bought 269 IBM shares in Q2 2026, an estimated $67.8K.
  • IBM made up 0.18% of Worth Asset Management's portfolio in Q2 2026, its #105 holding.
  • Worth Asset Management first reported a position in IBM in Q1 2022 and has held it in 17 quarters since.
  • Worth Asset Management's IBM position peaked at $1.98M in Q3 2024.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.