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Ameritas Advisory Services’s IBM IBM Stock Holding History

Ameritas Advisory 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 		$5.56M Buy
19,755
+7,438
+60% +$1.87M 0.11% 188
2026
Q1 		$2.99M Buy
12,317
+435
+4% +$118K 0.12% 169
2025
Q4 		$3.52M Buy
11,882
+5,229
+79% +$1.57M 0.13% 150
2025
Q3 		$1.88M Sell
6,653
-1,282
-16% -$336K 0.12% 148
2025
Q2 		$2.34M Sell
7,935
-5,403
-41% -$1.39M 0.12% 166
2025
Q1 		$3.11M Buy
13,338
+593
+5% +$145K 0.13% 165
2024
Q4 		$2.8M Sell
12,745
-167
-1% -$37.2K 0.1% 196
2024
Q3 		$2.85M Sell
12,912
-2,447
-16% -$480K 0.12% 171
2024
Q2 		$2.66M Buy
15,359
+4,240
+38% +$737K 0.1% 203
2024
Q1 		$1.95M Sell
11,119
-156
-1% -$28.5K 0.08% 239
2023
Q4 		$1.99M Buy
11,275
+349
+3% +$52.7K 0.11% 179
2023
Q3 		$1.53M Buy
10,926
+5,707
+109% +$812K 0.08% 246
2023
Q2 		$689K Sell
5,219
-3,669
-41% -$474K 0.09% 232
2023
Q1 		$1.14M Sell
8,888
-3,919
-31% -$524K 0.06% 296
2022
Q4 		$1.8M Buy
12,807
+3,045
+31% +$420K 0.08% 237
2022
Q3 		$1.16M Buy
9,762
+52
+0.5% +$6.82K 0.07% 251
2022
Q2 		$1.37M Sell
9,710
-193
-2% -$26.1K 0.08% 242
2022
Q1 		$1.29M Buy
9,903
+705
+8% +$91.9K 0.05% 286
2021
Q4 		$1.23M Buy
+9,198
New +$1.15M 0.04% 302

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

Ameritas Advisory Services's IBM Position: Q2 2026 in Review

Ameritas Advisory Services increased its IBM (IBM) stake by 60% in Q2 2026, buying an estimated $1.87M and bringing the position to 19,755 shares worth $5.56M. The position accounts for 0.11% of the portfolio, ranked #188.

Ameritas Advisory Services first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Ameritas Advisory Services held 19,755 shares of IBM worth $5.56M as of Q2 2026.
  • Ameritas Advisory Services bought 7,438 IBM shares in Q2 2026, an estimated $1.87M.
  • IBM made up 0.11% of Ameritas Advisory Services's portfolio in Q2 2026, its #188 holding.
  • Ameritas Advisory Services first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.