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AA Financial Advisors’s IBM IBM Stock Holding History

AA Financial 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 		$962K Buy
3,422
+673
+24% +$170K 0.12% 115
2026
Q1 		$666K Buy
2,749
+1,176
+75% +$318K 0.09% 130
2025
Q4 		$466K Buy
1,573
+760
+93% +$228K 0.09% 132
2025
Q3 		$229K Buy
813
+116
+17% +$30.4K 0.05% 179
2025
Q2 		$205K Buy
+697
New +$180K 0.04% 183

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AA Financial Advisors's IBM Position: Q2 2026 in Review

AA Financial Advisors increased its IBM (IBM) stake by 24% in Q2 2026, buying an estimated $170K and bringing the position to 3,422 shares worth $962K. The position accounts for 0.12% of the portfolio, ranked #115.

AA Financial Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • AA Financial Advisors held 3,422 shares of IBM worth $962K as of Q2 2026.
  • AA Financial Advisors bought 673 IBM shares in Q2 2026, an estimated $170K.
  • IBM made up 0.12% of AA Financial Advisors's portfolio in Q2 2026, its #115 holding.
  • AA Financial Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.