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Advance Capital Management’s IBM IBM Stock Holding History

Advance Capital Management’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 		$879K Buy
3,127
+470
+18% +$118K 0.03% 83
2026
Q1 		$644K Hold
2,657
– – 0.02% 94
2025
Q4 		$787K Buy
2,657
+1
+0% +$299 0.03% 80
2025
Q3 		$750K Buy
2,656
+346
+15% +$90.6K 0.03% 82
2025
Q2 		$681K Sell
2,310
-406
-15% -$105K 0.03% 88
2025
Q1 		$675K Buy
2,716
+1,096
+68% +$268K 0.03% 82
2024
Q4 		$356K Buy
1,620
+132
+9% +$29.4K 0.02% 107
2024
Q3 		$329K Sell
1,488
-314
-17% -$61.6K 0.01% 110
2024
Q2 		$312K Sell
1,802
-700
-28% -$122K 0.01% 114
2024
Q1 		$478K Buy
2,502
+71
+3% +$13K 0.03% 87
2023
Q4 		$398K Buy
2,431
+7
+0.3% +$1.06K 0.03% 79
2023
Q3 		$340K Hold
2,424
– – 0.03% 86
2023
Q2 		$324K Sell
2,424
-302
-11% -$39K 0.04% 85
2023
Q1 		$357K Hold
2,726
– – 0.06% 72
2022
Q4 		$384K Hold
2,726
– – 0.05% 63
2022
Q3 		$324K Hold
2,726
– – 0.04% 60
2022
Q2 		$385K Buy
2,726
+51
+2% +$6.88K 0.05% 54
2022
Q1 		$348K Hold
2,675
– – 0.04% 55
2021
Q4 		$357K Buy
+2,675
New +$336K 0.07% 58

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

Advance Capital Management's IBM Position: Q2 2026 in Review

Advance Capital Management increased its IBM (IBM) stake by 18% in Q2 2026, buying an estimated $118K and bringing the position to 3,127 shares worth $879K. The position accounts for 0.03% of the portfolio, ranked #83.

Advance Capital Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Advance Capital Management held 3,127 shares of IBM worth $879K as of Q2 2026.
  • Advance Capital Management bought 470 IBM shares in Q2 2026, an estimated $118K.
  • IBM made up 0.03% of Advance Capital Management's portfolio in Q2 2026, its #83 holding.
  • Advance Capital Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.