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Asset Advisory Group’s IBM IBM Stock Holding History

Asset Advisory Group’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 		$707K Hold
2,512
– – 0.31% 55
2026
Q1 		$609K Hold
2,512
– – 0.31% 54
2025
Q4 		$744K Buy
+2,512
New +$752K 0.37% 46

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Advisory Group's IBM Position: Q2 2026 in Review

Asset Advisory Group held its IBM (IBM) position steady in Q2 2026 at 2,512 shares worth $707K. The position accounts for 0.31% of the portfolio, ranked #55.

Asset Advisory Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $744K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Asset Advisory Group held 2,512 shares of IBM worth $707K as of Q2 2026.
  • Asset Advisory Group left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.31% of Asset Advisory Group's portfolio in Q2 2026, its #55 holding.
  • Asset Advisory Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Asset Advisory Group's IBM position peaked at $744K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.