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Advisor OS’s IBM IBM Stock Holding History

Advisor OS’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 		$2.67M Sell
9,485
-1,079
-10% -$272K 0.18% 86
2026
Q1 		$2.56M Buy
10,564
+675
+7% +$183K 0.19% 84
2025
Q4 		$2.93M Buy
9,889
+489
+5% +$146K 0.24% 65
2025
Q3 		$2.65M Buy
9,400
+577
+7% +$151K 0.23% 62
2025
Q2 		$2.6M Buy
8,823
+252
+3% +$64.9K 0.26% 62
2025
Q1 		$2.13M Buy
8,571
+648
+8% +$159K 0.24% 60
2024
Q4 		$1.74M Sell
7,923
-392
-5% -$87.3K 0.2% 76
2024
Q3 		$1.84M Buy
8,315
+1,507
+22% +$295K 0.18% 98
2024
Q2 		$1.18M Sell
6,808
-1,575
-19% -$274K 0.13% 132
2024
Q1 		$1.6M Buy
8,383
+189
+2% +$34.5K 0.18% 100
2023
Q4 		$1.34M Sell
8,194
-45
-0.5% -$6.8K 0.17% 101
2023
Q3 		$1.16M Buy
8,239
+860
+12% +$122K 0.17% 110
2023
Q2 		$987K Buy
7,379
+5,016
+212% +$647K 0.16% 129
2023
Q1 		$310K Buy
2,363
+650
+38% +$87K 0.07% 188
2022
Q4 		$241K Buy
+1,713
New +$236K 0.06% 196

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

Advisor OS's IBM Position: Q2 2026 in Review

Advisor OS reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $272K and leaving 9,485 shares worth $2.67M. The position accounts for 0.18% of the portfolio, ranked #86.

Advisor OS first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.93M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Advisor OS held 9,485 shares of IBM worth $2.67M as of Q2 2026.
  • Advisor OS sold 1,079 IBM shares in Q2 2026, an estimated $272K.
  • IBM made up 0.18% of Advisor OS's portfolio in Q2 2026, its #86 holding.
  • Advisor OS first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Advisor OS's IBM position peaked at $2.93M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.