Advisortrust Partners’s IBM IBM Stock Holding History

Advisortrust Partners’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	–	Sell	-1,025	Closed	-$248K	–	232
2026 Q1	$248K	Sell	1,025 -1,198	-54%	-$324K	0.1%	153
2025 Q4	$658K	Buy	+2,223	New	+$666K	0.29%	54

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

Advisortrust Partners's IBM Position: Q2 2026 in Review

Advisortrust Partners sold out of IBM (IBM) in Q2 2026, closing a stake of 1,025 shares — an estimated $248K sold.

Advisortrust Partners first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $658K in Q4 2025. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Advisortrust Partners reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Advisortrust Partners sold 1,025 IBM shares in Q2 2026, an estimated $248K.
Advisortrust Partners first reported a position in IBM in Q4 2025 and held it in 2 quarters.
Advisortrust Partners's IBM position peaked at $658K in Q4 2025.
3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.