Advisornet Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.73M | Sell |
6,139
-380
| -6% | -$95.7K | 0.08% | 196 |
|
|
2026
Q1 | $1.58M | Sell |
6,519
-24
| -0.4% | -$6.49K | 0.08% | 194 |
|
|
2025
Q4 | $1.94M | Buy |
6,543
+86
| +1% | +$25.8K | 0.1% | 169 |
|
|
2025
Q3 | $1.82M | Buy |
6,457
+104
| +2% | +$27.2K | 0.1% | 175 |
|
|
2025
Q2 | $1.87M | Sell |
6,353
-46
| -0.7% | -$11.9K | 0.12% | 168 |
|
|
2025
Q1 | $1.59M | Buy |
6,399
+218
| +4% | +$53.3K | 0.12% | 182 |
|
|
2024
Q4 | $1.36M | Sell |
6,181
-3
| -0% | -$668 | 0.11% | 175 |
|
|
2024
Q3 | $1.37M | Buy |
6,184
+229
| +4% | +$44.9K | 0.1% | 193 |
|
|
2024
Q2 | $1.03M | Sell |
5,955
-42
| -0.7% | -$7.3K | 0.09% | 202 |
|
|
2024
Q1 | $1.15M | Buy |
5,997
+1,309
| +28% | +$239K | 0.11% | 187 |
|
|
2023
Q4 | $767K | Buy |
4,688
+155
| +3% | +$23.4K | 0.07% | 254 |
|
|
2023
Q3 | $636K | Sell |
4,533
-2,344
| -34% | -$334K | 0.06% | 269 |
|
|
2023
Q2 | $920K | Sell |
6,877
-1,382
| -17% | -$178K | 0.08% | 222 |
|
|
2023
Q1 | $1.08M | Buy |
8,259
+43
| +0.5% | +$5.75K | 0.1% | 202 |
|
|
2022
Q4 | $1.16M | Buy |
8,216
+633
| +8% | +$87.3K | 0.11% | 187 |
|
|
2022
Q3 | $901K | Sell |
7,583
-113
| -1% | -$14.8K | 0.09% | 224 |
|
|
2022
Q2 | $1.09M | Sell |
7,696
-2
| -0% | -$270 | 0.11% | 197 |
|
|
2022
Q1 | $1M | Buy |
7,698
+153
| +2% | +$20K | 0.06% | 250 |
|
|
2021
Q4 | $1.01M | Sell |
7,545
-1,827
| -19% | -$229K | 0.06% | 261 |
|
|
2021
Q3 | $1.25M | Sell |
9,372
-256
| -3% | -$34.2K | 0.09% | 200 |
|
|
2021
Q2 | $1.35M | Sell |
9,628
-748
| -7% | -$102K | 0.09% | 206 |
|
|
2021
Q1 | $1.32M | Sell |
10,376
-866
| -8% | -$104K | 0.09% | 200 |
|
|
2020
Q4 | $1.35M | Sell |
11,242
-928
| -8% | -$107K | 0.11% | 174 |
|
|
2020
Q3 | $1.42M | Buy |
12,170
+249
| +2% | +$29.3K | 0.12% | 172 |
|
|
2020
Q2 | $1.38M | Buy |
11,921
+3,861
| +48% | +$448K | 0.11% | 174 |
|
|
2020
Q1 | $855K | Sell |
8,060
-3,177
| -28% | -$402K | 0.08% | 218 |
|
|
2019
Q4 | $1.44M | Sell |
11,237
-585
| -5% | -$76K | 0.12% | 158 |
|
|
2019
Q3 | $1.64M | Buy |
11,822
+1,917
| +19% | +$259K | 0.15% | 138 |
|
|
2019
Q2 | $1.31M | Buy |
9,905
+1,004
| +11% | +$132K | 0.14% | 141 |
|
|
2019
Q1 | $1.2M | Buy |
8,901
+2,168
| +32% | +$276K | 0.15% | 152 |
|
|
2018
Q4 | $732K | Buy |
6,733
+1,180
| +21% | +$142K | 0.1% | 193 |
|
|
2018
Q3 | $803K | Buy |
5,553
+1,918
| +53% | +$268K | 0.1% | 196 |
|
|
2018
Q2 | $485K | Buy |
3,635
+176
| +5% | +$24.5K | 0.07% | 239 |
|
|
2018
Q1 | $507K | Sell |
3,459
-900
| -21% | -$136K | 0.07% | 223 |
|
|
2017
Q4 | $639K | Buy |
+4,359
| New | +$634K | 0.1% | 176 |
|
Other funds holding IBM
ECSS
Advisornet Financial's IBM Position: Q2 2026 in Review
Advisornet Financial reduced its IBM (IBM) stake by 5.8% in Q2 2026, selling an estimated $95.7K and leaving 6,139 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #196.
Advisornet Financial first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.94M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Advisornet Financial held 6,139 shares of IBM worth $1.73M as of Q2 2026.
- Advisornet Financial sold 380 IBM shares in Q2 2026, an estimated $95.7K.
- IBM made up 0.08% of Advisornet Financial's portfolio in Q2 2026, its #196 holding.
- Advisornet Financial first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's IBM position peaked at $1.94M in Q4 2025.
- 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.