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Archvest Wealth Advisors’s IBM IBM Stock Holding History

Archvest 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 		$1.12M Buy
3,988
+207
+5% +$52.2K 0.65% 27
2026
Q1 		$916K Sell
3,781
-299
-7% -$80.9K 0.59% 26
2025
Q4 		$1.21M Buy
4,080
+9
+0.2% +$2.69K 0.77% 23
2025
Q3 		$1.15M Buy
4,071
+17
+0.4% +$4.45K 1.02% 22
2025
Q2 		$1.19M Buy
4,054
+10
+0.2% +$2.58K 1.04% 24
2025
Q1 		$1.01M Buy
4,044
+10
+0.2% +$2.45K 0.83% 28
2024
Q4 		$887K Buy
4,034
+11
+0.3% +$2.45K 0.64% 29
2024
Q3 		$889K Buy
4,023
+2,162
+116% +$424K 0.56% 30
2024
Q2 		$326K Buy
1,861
+15
+0.8% +$2.61K 0.22% 49
2024
Q1 		$350K Buy
+1,846
New +$337K 0.25% 45

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

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

Archvest Wealth Advisors increased its IBM (IBM) stake by 5.5% in Q2 2026, buying an estimated $52.2K and bringing the position to 3,988 shares worth $1.12M. The position accounts for 0.65% of the portfolio, ranked #27.

Archvest Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Archvest Wealth Advisors held 3,988 shares of IBM worth $1.12M as of Q2 2026.
  • Archvest Wealth Advisors bought 207 IBM shares in Q2 2026, an estimated $52.2K.
  • IBM made up 0.65% of Archvest Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Archvest Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Archvest Wealth Advisors's IBM position peaked at $1.21M in Q4 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.