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Advyzon Investment Management’s IBM IBM Stock Holding History

Advyzon Investment Management’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 		$2.01M Buy
7,148
+250
+4% +$63K 0.15% 145
2026
Q1 		$1.67M Buy
6,898
+1,761
+34% +$476K 0.15% 140
2025
Q4 		$1.52M Buy
5,137
+2,215
+76% +$663K 0.18% 127
2025
Q3 		$825K Buy
2,922
+1,450
+99% +$380K 0.14% 147
2025
Q2 		$434K Buy
1,472
+48
+3% +$12.4K 0.1% 203
2025
Q1 		$354K Sell
1,424
-69
-5% -$16.9K 0.13% 145
2024
Q4 		$328K Buy
+1,493
New +$333K 0.13% 150

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's IBM Position: Q2 2026 in Review

Advyzon Investment Management increased its IBM (IBM) stake by 3.6% in Q2 2026, buying an estimated $63K and bringing the position to 7,148 shares worth $2.01M. The position accounts for 0.15% of the portfolio, ranked #145.

Advyzon Investment Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Advyzon Investment Management held 7,148 shares of IBM worth $2.01M as of Q2 2026.
  • Advyzon Investment Management bought 250 IBM shares in Q2 2026, an estimated $63K.
  • IBM made up 0.15% of Advyzon Investment Management's portfolio in Q2 2026, its #145 holding.
  • Advyzon Investment Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.