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Bridgelight Financial Advisors, Inc.’s IBM IBM Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		– Sell
-28,579
Closed -$6.93M – 50
2026
Q1 		$6.93M Buy
28,579
+250
+0.9% +$67.6K 5.87% 9
2025
Q4 		$8.39M Buy
+28,329
New +$8.48M 7.15% 5

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s IBM Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. sold out of IBM (IBM) in Q2 2026, closing a stake of 28,579 shares — an estimated $6.93M sold.

Bridgelight Financial Advisors, Inc. first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $8.39M in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Bridgelight Financial Advisors, Inc. sold 28,579 IBM shares in Q2 2026, an estimated $6.93M.
  • Bridgelight Financial Advisors, Inc. first reported a position in IBM in Q4 2025 and held it in 2 quarters.
  • Bridgelight Financial Advisors, Inc.'s IBM position peaked at $8.39M in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.