180 Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.35M | Buy |
15,459
+338
| +2% | +$85.2K | 0.44% | 58 |
|
|
2026
Q1 | $3.67M | Buy |
15,121
+182
| +1% | +$49.2K | 0.42% | 57 |
|
|
2025
Q4 | $4.43M | Buy |
14,939
+87
| +0.6% | +$26.1K | 0.5% | 42 |
|
|
2025
Q3 | $4.19M | Buy |
14,852
+74
| +0.5% | +$19.4K | 0.51% | 40 |
|
|
2025
Q2 | $4.36M | Sell |
14,778
-801
| -5% | -$206K | 0.61% | 37 |
|
|
2025
Q1 | $3.87M | Sell |
15,579
-423
| -3% | -$103K | 0.62% | 39 |
|
|
2024
Q4 | $3.52M | Sell |
16,002
-585
| -4% | -$130K | 0.55% | 41 |
|
|
2024
Q3 | $3.67M | Sell |
16,587
-438
| -3% | -$85.9K | 0.58% | 40 |
|
|
2024
Q2 | $3.04M | Sell |
17,025
-133
| -0.8% | -$23.1K | 0.5% | 46 |
|
|
2024
Q1 | $3.28M | Buy |
17,158
+87
| +0.5% | +$15.9K | 0.59% | 42 |
|
|
2023
Q4 | $2.76M | Sell |
17,071
-492
| -3% | -$74.3K | 0.55% | 46 |
|
|
2023
Q3 | $2.46M | Sell |
17,563
-219
| -1% | -$31.2K | 0.55% | 44 |
|
|
2023
Q2 | $2.38M | Sell |
17,782
-561
| -3% | -$72.4K | 0.52% | 48 |
|
|
2023
Q1 | $2.4M | Buy |
18,343
+144
| +0.8% | +$19.3K | 0.56% | 47 |
|
|
2022
Q4 | $2.45M | Sell |
18,199
-539
| -3% | -$74.3K | 0.58% | 47 |
|
|
2022
Q3 | $2.23M | Buy |
18,738
+307
| +2% | +$40.3K | 0.61% | 43 |
|
|
2022
Q2 | $2.6M | Buy |
18,431
+383
| +2% | +$51.7K | 0.66% | 38 |
|
|
2022
Q1 | $2.33M | Sell |
18,048
-574
| -3% | -$74.9K | 0.51% | 52 |
|
|
2021
Q4 | $2.41M | Sell |
18,622
-759
| -4% | -$95.2K | 0.54% | 46 |
|
|
2021
Q3 | $2.68M | Buy |
19,381
+114
| +0.6% | +$15.2K | 0.59% | 38 |
|
|
2021
Q2 | $2.6M | Sell |
19,267
-168
| -0.9% | -$23K | 0.6% | 36 |
|
|
2021
Q1 | $2.69M | Buy |
19,435
+2,060
| +12% | +$247K | 0.67% | 33 |
|
|
2020
Q4 | $2.14M | Buy |
17,375
+6,898
| +66% | +$797K | 0.62% | 35 |
|
|
2020
Q3 | $1.18M | Buy |
10,477
+738
| +8% | +$86.9K | 0.44% | 63 |
|
|
2020
Q2 | $1.17M | Buy |
9,739
+423
| +5% | +$49.1K | 0.46% | 55 |
|
|
2020
Q1 | $980K | Buy |
9,316
+1,144
| +14% | +$145K | 0.51% | 53 |
|
|
2019
Q4 | $1.07M | Buy |
8,172
+1,132
| +16% | +$147K | 0.43% | 66 |
|
|
2019
Q3 | $961K | Buy |
7,040
+681
| +11% | +$91.9K | 0.42% | 65 |
|
|
2019
Q2 | $914K | Sell |
6,359
-45
| -0.7% | -$5.91K | 0.41% | 64 |
|
|
2019
Q1 | $843K | Sell |
6,404
-4,785
| -43% | -$610K | 0.38% | 71 |
|
|
2018
Q4 | $1.62M | Sell |
11,189
-214
| -2% | -$25.7K | 0.76% | 29 |
|
|
2018
Q3 | $1.65M | Buy |
11,403
+133
| +1% | +$18.6K | 0.76% | 29 |
|
|
2018
Q2 | $1.5M | Buy |
11,270
+736
| +7% | +$103K | 0.75% | 40 |
|
|
2018
Q1 | $1.55M | Buy |
10,534
+566
| +6% | +$85.6K | 0.8% | 32 |
|
|
2017
Q4 | $1.46M | Buy |
+9,968
| New | +$1.45M | 0.74% | 37 |
|
Other funds holding IBM
ECSS
180 Wealth Advisors's IBM Position: Q2 2026 in Review
180 Wealth Advisors increased its IBM (IBM) stake by 2.2% in Q2 2026, buying an estimated $85.2K and bringing the position to 15,459 shares worth $4.35M. The position accounts for 0.44% of the portfolio, ranked #58.
180 Wealth Advisors first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.43M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- 180 Wealth Advisors held 15,459 shares of IBM worth $4.35M as of Q2 2026.
- 180 Wealth Advisors bought 338 IBM shares in Q2 2026, an estimated $85.2K.
- IBM made up 0.44% of 180 Wealth Advisors's portfolio in Q2 2026, its #58 holding.
- 180 Wealth Advisors first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
- 180 Wealth Advisors's IBM position peaked at $4.43M in Q4 2025.
- 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.