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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s IBM IBM Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q2 		– Sell
-4,391
Closed -$1.09M – 73
2025
Q1 		$1.09M Buy
+4,391
New +$1.07M 0.77% 35

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IBM Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of IBM (IBM) in Q2 2025, closing a stake of 4,391 shares — an estimated $1.09M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IBM in Q1 2025 and held it in 1 quarter. The position peaked at $1.09M in Q1 2025. 3,404 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 4,391 IBM shares in Q2 2025, an estimated $1.09M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IBM in Q1 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's IBM position peaked at $1.09M in Q1 2025.
  • 3,404 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.