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Advocate Investing Services’s IBM IBM Stock Holding History

Advocate Investing Services’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 		$64.7K Hold
230
– – 0.05% 151
2026
Q1 		$55.7K Hold
230
– – 0.05% 146
2025
Q4 		$68K Buy
+230
New +$68.9K 0.06% 127

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advocate Investing Services's IBM Position: Q2 2026 in Review

Advocate Investing Services held its IBM (IBM) position steady in Q2 2026 at 230 shares worth $64.7K. The position accounts for 0.05% of the portfolio, ranked #151.

Advocate Investing Services first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $68K in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Advocate Investing Services held 230 shares of IBM worth $64.7K as of Q2 2026.
  • Advocate Investing Services left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.05% of Advocate Investing Services's portfolio in Q2 2026, its #151 holding.
  • Advocate Investing Services first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's IBM position peaked at $68K in Q4 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.