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Advisornet Financial’s IBM IBM Stock Holding History

Advisornet Financial’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
2021
Q3 		– Sell
-523
Closed -$73K – 1935
2021
Q2 		$73K Sell
523
-209
-29% -$28.6K ﹤0.01% 876
2021
Q1 		$94K Hold
732
– – 0.01% 770
2020
Q4 		$88K Buy
+732
New +$84.6K 0.01% 729

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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.