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AGH Wealth Advisors’s IBM IBM Stock Holding History

AGH Wealth Advisors’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 		$253K Buy
+899
New +$227K 0.16% 115
2026
Q1 		– Sell
-756
Closed -$224K – 126
2025
Q4 		$224K Sell
756
-101
-12% -$30.2K 0.17% 105
2025
Q3 		$242K Buy
857
+1
+0.1% +$262 0.18% 104
2025
Q2 		$252K Buy
856
+17
+2% +$4.38K 0.21% 97
2025
Q1 		$209K Buy
+839
New +$205K 0.2% 109

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

AGH Wealth Advisors's IBM Position: Q2 2026 in Review

AGH Wealth Advisors opened a new position in IBM (IBM) in Q2 2026: 899 shares worth $253K. The stake represents 0.16% of the portfolio and ranks #115 among its holdings. This is a return to the name: AGH Wealth Advisors previously reported a position in IBM as recently as Q4 2025.

AGH Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • AGH Wealth Advisors held 899 shares of IBM worth $253K as of Q2 2026.
  • IBM was a new AGH Wealth Advisors position in Q2 2026.
  • IBM made up 0.16% of AGH Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • AGH Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.