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
2025 Q4	–	Sell	-400	Closed	-$5.59K	–	510
2025 Q3	$5.59K	Hold	400	–	–	﹤0.01%	470
2025 Q2	$5.46K	Buy	+400	New	+$103K	﹤0.01%	452

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.