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Advisory Solutions Group’s IBM IBM Stock Holding History

Advisory Solutions Group’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
Q3 		$635K Buy
2,888
+401
+16% +$95.2K 0.13% 139
2026
Q2 		$699K Buy
+2,487
New +$627K 0.24% 90

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Advisory Solutions Group's IBM Position: Q3 2026 in Review

Advisory Solutions Group increased its IBM (IBM) stake by 16% in Q3 2026, buying an estimated $95.2K and bringing the position to 2,888 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #139.

Advisory Solutions Group first reported a position in IBM in Q2 2026 and has held it in 2 quarters since. The position peaked at $699K in Q2 2026. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Advisory Solutions Group held 2,888 shares of IBM worth $635K as of Q3 2026.
  • Advisory Solutions Group bought 401 IBM shares in Q3 2026, an estimated $95.2K.
  • IBM made up 0.13% of Advisory Solutions Group's portfolio in Q3 2026, its #139 holding.
  • Advisory Solutions Group first reported a position in IBM in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's IBM position peaked at $699K in Q2 2026.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.