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Acorn Financial Advisory Services’s IBM IBM Stock Holding History

Acorn Financial Advisory Services’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 		$528K Sell
1,877
-388
-17% -$97.8K 0.07% 129
2026
Q1 		$549K Sell
2,265
-132
-6% -$35.7K 0.08% 119
2025
Q4 		$710K Buy
2,397
+13
+0.5% +$3.89K 0.1% 94
2025
Q3 		$673K Buy
2,384
+9
+0.4% +$2.36K 0.1% 98
2025
Q2 		$700K Sell
2,375
-57
-2% -$14.7K 0.11% 92
2025
Q1 		$605K Buy
2,432
+4
+0.2% +$978 0.11% 92
2024
Q4 		$534K Buy
2,428
+5
+0.2% +$1.11K 0.09% 109
2024
Q3 		$536K Hold
2,423
– – 0.09% 101
2024
Q2 		$419K Buy
2,423
+6
+0.2% +$1.04K 0.08% 118
2024
Q1 		$461K Sell
2,417
-689
-22% -$126K 0.09% 113
2023
Q4 		$508K Buy
3,106
+12
+0.4% +$1.81K 0.09% 137
2023
Q3 		$434K Buy
3,094
+96
+3% +$13.7K 0.08% 147
2023
Q2 		$401K Buy
2,998
+1,086
+57% +$140K 0.07% 161
2023
Q1 		$251K Buy
1,912
+69
+4% +$9.23K 0.05% 197
2022
Q4 		$260K Buy
1,843
+7
+0.4% +$966 0.06% 182
2022
Q3 		$218K Sell
1,836
-26
-1% -$3.41K 0.05% 196
2022
Q2 		$263K Buy
1,862
+4
+0.2% +$540 0.06% 176
2022
Q1 		$242K Sell
1,858
-469
-20% -$61.2K 0.05% 200
2021
Q4 		$311K Buy
2,327
+404
+21% +$50.7K 0.06% 180
2021
Q3 		$255K Sell
1,923
-745
-28% -$99.6K 0.08% 187
2021
Q2 		$374K Buy
2,668
+2
+0.1% +$273 0.11% 171
2021
Q1 		$340K Sell
2,666
-171
-6% -$20.5K 0.12% 158
2020
Q4 		$342K Buy
2,837
+16
+0.6% +$1.85K 0.13% 164
2020
Q3 		$329K Buy
2,821
+388
+16% +$45.7K 0.17% 150
2020
Q2 		$280K Sell
2,433
-95
-4% -$11K 0.2% 153
2020
Q1 		$269K Sell
2,528
-207
-8% -$26.2K 0.27% 124
2019
Q4 		$351K Buy
+2,735
New +$355K 0.29% 117

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 $3.38T AUM 44.17% 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

Acorn Financial Advisory Services's IBM Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its IBM (IBM) stake by 17% in Q2 2026, selling an estimated $97.8K and leaving 1,877 shares worth $528K. The position accounts for 0.07% of the portfolio, ranked #129.

Acorn Financial Advisory Services first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $710K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Acorn Financial Advisory Services held 1,877 shares of IBM worth $528K as of Q2 2026.
  • Acorn Financial Advisory Services sold 388 IBM shares in Q2 2026, an estimated $97.8K.
  • IBM made up 0.07% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #129 holding.
  • Acorn Financial Advisory Services first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's IBM position peaked at $710K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.