AWA
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Aletheian Wealth Advisors’s IBM IBM Stock Holding History

Aletheian 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 		$223K Buy
+792
New +$200K 0.1% 101
2025
Q3 		$229K Sell
813
-17
-2% -$4.45K 0.11% 88
2025
Q2 		$245K Buy
+830
New +$214K 0.12% 84

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Aletheian Wealth Advisors opened a new position in IBM (IBM) in Q2 2026: 792 shares worth $223K. The stake represents 0.1% of the portfolio and ranks #101 among its holdings. This is a return to the name: Aletheian Wealth Advisors previously reported a position in IBM as recently as Q3 2025.

Aletheian Wealth Advisors first reported a position in IBM in Q2 2025 and has held it in 3 quarters since. The position peaked at $245K in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aletheian Wealth Advisors held 792 shares of IBM worth $223K as of Q2 2026.
  • IBM was a new Aletheian Wealth Advisors position in Q2 2026.
  • IBM made up 0.1% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Aletheian Wealth Advisors first reported a position in IBM in Q2 2025 and has held it in 3 quarters since.
  • Aletheian Wealth Advisors's IBM position peaked at $245K in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.