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Annex Advisory Services’s IBM IBM Stock Holding History

Annex 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 		$484K Sell
1,721
-8,347
-83% -$2.1M 0.01% 263
2026
Q1 		$2.44M Sell
10,068
-4,705
-32% -$1.27M 0.05% 144
2025
Q4 		$4.38M Sell
14,773
-51
-0.3% -$15.3K 0.08% 112
2025
Q3 		$4.18M Sell
14,824
-903
-6% -$236K 0.09% 101
2025
Q2 		$4.64M Buy
15,727
+3,348
+27% +$863K 0.11% 90
2025
Q1 		$3.08M Buy
12,379
+11,081
+854% +$2.71M 0.09% 101
2024
Q4 		$285K Sell
1,298
-314
-19% -$69.9K 0.01% 257
2024
Q3 		$356K Sell
1,612
-101
-6% -$19.8K 0.01% 216
2024
Q2 		$296K Buy
1,713
+287
+20% +$49.9K 0.01% 226
2024
Q1 		$272K Sell
1,426
-166
-10% -$30.3K 0.01% 238
2023
Q4 		$260K Sell
1,592
-2,731
-63% -$413K 0.01% 230
2023
Q3 		$607K Buy
4,323
+49
+1% +$6.97K 0.04% 132
2023
Q2 		$572K Buy
4,274
+21
+0.5% +$2.71K 0.03% 136
2023
Q1 		$558K Sell
4,253
-43
-1% -$5.75K 0.03% 133
2022
Q4 		$605K Sell
4,296
-550
-11% -$75.9K 0.03% 134
2022
Q3 		$576K Sell
4,846
-12
-0.2% -$1.57K 0.04% 137
2022
Q2 		$686K Buy
4,858
+3,154
+185% +$426K 0.05% 141
2022
Q1 		$221K Buy
1,704
+23
+1% +$3K 0.02% 232
2021
Q4 		$225K Sell
1,681
-24,838
-94% -$3.12M 0.02% 225
2021
Q3 		$3.52M Buy
26,519
+1,947
+8% +$260K 0.29% 60
2021
Q2 		$3.47M Buy
24,572
+10,448
+74% +$1.43M 0.28% 60
2021
Q1 		$1.8M Sell
14,124
-30
-0.2% -$3.59K 0.17% 84
2020
Q4 		$1.7M Buy
+14,154
New +$1.64M 0.17% 83
2020
Q1 		– Sell
-1,732
Closed -$222K – 132
2019
Q4 		$222K Hold
1,732
– – 0.03% 121
2019
Q3 		$241K Buy
+1,732
New +$234K 0.03% 114
2018
Q4 		– Sell
-1,566
Closed -$226K – 133
2018
Q3 		$226K Sell
1,566
-9,393
-86% -$1.31M 0.03% 118
2018
Q2 		$1.46M Buy
10,959
+468
+4% +$65.3K 0.25% 47
2018
Q1 		$1.54M Buy
10,491
+8,353
+391% +$1.26M 0.28% 40
2017
Q4 		$314K Sell
2,138
-17
-0.8% -$2.47K 0.06% 91
2017
Q3 		$299K Sell
2,155
-209
-9% -$29.1K 0.06% 98
2017
Q2 		$348K Buy
2,364
+31
+1% +$4.67K 0.08% 89
2017
Q1 		$388K Buy
2,333
+415
+22% +$69.6K 0.1% 81
2016
Q4 		$304K Buy
1,918
+27
+1% +$4.11K 0.07% 90
2016
Q3 		$287K Buy
1,891
+156
+9% +$23.7K 0.07% 90
2016
Q2 		$252K Sell
1,735
-314
-15% -$44.9K 0.07% 94
2016
Q1 		$297K Sell
2,049
-87
-4% -$11.1K 0.08% 89
2015
Q4 		$281K Sell
2,136
-812
-28% -$109K 0.08% 95
2015
Q3 		$409K Sell
2,948
-354
-11% -$52.3K 0.13% 77
2015
Q2 		$514K Buy
3,302
+423
+15% +$68K 0.16% 41
2015
Q1 		$442K Buy
2,879
+59
+2% +$8.95K 0.14% 46
2014
Q4 		$433K Sell
2,820
-17
-0.6% -$2.71K 0.14% 43
2014
Q3 		$515K Sell
2,837
-87
-3% -$15.8K 0.17% 36
2014
Q2 		$507K Sell
2,924
-104
-3% -$18.7K 0.17% 38
2014
Q1 		$557K Buy
3,028
+1,385
+84% +$244K 0.21% 37
2013
Q4 		$295K Sell
1,643
-365
-18% -$62.9K 0.11% 63
2013
Q3 		$356K Buy
2,008
+84
+4% +$15.3K 0.17% 62
2013
Q2 		$352K Buy
+1,924
New +$375K 0.19% 65

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

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

Annex Advisory Services reduced its IBM (IBM) stake by 83% in Q2 2026, selling an estimated $2.1M and leaving 1,721 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #263.

Annex Advisory Services first reported a position in IBM in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.64M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Annex Advisory Services held 1,721 shares of IBM worth $484K as of Q2 2026.
  • Annex Advisory Services sold 8,347 IBM shares in Q2 2026, an estimated $2.1M.
  • IBM made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #263 holding.
  • Annex Advisory Services first reported a position in IBM in Q2 2013 and has held it in 47 quarters since.
  • Annex Advisory Services's IBM position peaked at $4.64M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.