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Advocate Group’s IBM IBM Stock Holding History

Advocate 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
Q2 		$10.2M Sell
36,351
-1,576
-4% -$397K 1.54% 18
2026
Q1 		$9.19M Sell
37,927
-1,067
-3% -$289K 1.44% 27
2025
Q4 		$11.6M Sell
38,994
-5,843
-13% -$1.75M 1.87% 8
2025
Q3 		$12.7M Sell
44,837
-2,846
-6% -$745K 2.08% 9
2025
Q2 		$14.1M Sell
47,683
-4,242
-8% -$1.09M 2.51% 6
2025
Q1 		$12.9M Sell
51,925
-5,214
-9% -$1.28M 2.35% 6
2024
Q4 		$12.6M Sell
57,139
-8,464
-13% -$1.89M 2.37% 5
2024
Q3 		$14.5M Buy
65,603
+524
+0.8% +$103K 2.63% 4
2024
Q2 		$11.3M Sell
65,079
-1,476
-2% -$256K 2.27% 6
2024
Q1 		$12.7M Sell
66,555
-3,960
-6% -$722K 2.53% 4
2023
Q4 		$11.5M Sell
70,515
-530
-0.7% -$80.1K 2.48% 4
2023
Q3 		$9.97M Buy
71,045
+581
+0.8% +$82.7K 2.31% 7
2023
Q2 		$9.43M Buy
70,464
+1,334
+2% +$172K 2.07% 10
2023
Q1 		$9.06M Buy
69,130
+287
+0.4% +$38.4K 1.98% 11
2022
Q4 		$9.7M Buy
68,843
+6,900
+11% +$952K 2.09% 7
2022
Q3 		$7.36M Buy
61,943
+4,068
+7% +$534K 1.82% 17
2022
Q2 		$8.17M Buy
+57,875
New +$7.81M 1.9% 14

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advocate Group's IBM Position: Q2 2026 in Review

Advocate Group reduced its IBM (IBM) stake by 4.2% in Q2 2026, selling an estimated $397K and leaving 36,351 shares worth $10.2M. The position accounts for 1.54% of the portfolio, ranked #18.

Advocate Group first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.5M in Q3 2024. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Advocate Group held 36,351 shares of IBM worth $10.2M as of Q2 2026.
  • Advocate Group sold 1,576 IBM shares in Q2 2026, an estimated $397K.
  • IBM made up 1.54% of Advocate Group's portfolio in Q2 2026, its #18 holding.
  • Advocate Group first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's IBM position peaked at $14.5M in Q3 2024.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.