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Amplius Wealth Advisors’s IBM IBM Stock Holding History

Amplius 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 		$462K Buy
1,644
+272
+20% +$68.5K 0.03% 133
2026
Q1 		$333K Sell
1,372
-3
-0.2% -$812 0.03% 136
2025
Q4 		$407K Sell
1,375
-242
-15% -$72.5K 0.03% 122
2025
Q3 		$456K Sell
1,617
-1,013
-39% -$265K 0.04% 114
2025
Q2 		$775K Buy
2,630
+35
+1% +$9.02K 0.07% 93
2025
Q1 		$645K Sell
2,595
-163
-6% -$39.9K 0.07% 98
2024
Q4 		$606K Sell
2,758
-238
-8% -$53K 0.06% 94
2024
Q3 		$662K Buy
2,996
+1
+0% +$196 0.07% 83
2024
Q2 		$518K Sell
2,995
-1,349
-31% -$234K 0.06% 98
2024
Q1 		$829K Buy
4,344
+2
+0% +$365 0.09% 77
2023
Q4 		$710K Buy
4,342
+46
+1% +$6.95K 0.09% 79
2023
Q3 		$603K Buy
4,296
+23
+0.5% +$3.27K 0.08% 87
2023
Q2 		$572K Sell
4,273
-95
-2% -$12.3K 0.08% 89
2023
Q1 		$573K Sell
4,368
-129
-3% -$17.3K 0.08% 86
2022
Q4 		$634K Sell
4,497
-67
-1% -$9.24K 0.1% 79
2022
Q3 		$542K Buy
4,564
+33
+0.7% +$4.33K 0.1% 78
2022
Q2 		$639K Buy
4,531
+692
+18% +$93.4K 0.1% 76
2022
Q1 		$499K Buy
3,839
+330
+9% +$43K 0.08% 102
2021
Q4 		$469K Buy
+3,509
New +$440K 0.06% 114

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Amplius Wealth Advisors increased its IBM (IBM) stake by 20% in Q2 2026, buying an estimated $68.5K and bringing the position to 1,644 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #133.

Amplius Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $829K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Amplius Wealth Advisors held 1,644 shares of IBM worth $462K as of Q2 2026.
  • Amplius Wealth Advisors bought 272 IBM shares in Q2 2026, an estimated $68.5K.
  • IBM made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Amplius Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's IBM position peaked at $829K in Q1 2024.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.