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AssuredPartners Investment Advisors’s IBM IBM Stock Holding History

AssuredPartners Investment 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 		$1.66M Buy
5,904
+435
+8% +$110K 0.16% 148
2026
Q1 		$1.35M Buy
5,469
+381
+7% +$103K 0.15% 151
2025
Q4 		$1.51M Buy
5,088
+3,626
+248% +$1.09M 0.22% 107
2025
Q3 		$412K Sell
1,462
-166
-10% -$43.5K 0.09% 163
2025
Q2 		$480K Sell
1,628
-2,464
-60% -$635K 0.12% 136
2025
Q1 		$1.02M Sell
4,092
-122
-3% -$29.8K 0.2% 126
2024
Q4 		$926K Buy
+4,214
New +$938K 0.18% 128

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's IBM Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its IBM (IBM) stake by 8% in Q2 2026, buying an estimated $110K and bringing the position to 5,904 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #148.

AssuredPartners Investment Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • AssuredPartners Investment Advisors held 5,904 shares of IBM worth $1.66M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 435 IBM shares in Q2 2026, an estimated $110K.
  • IBM made up 0.16% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • AssuredPartners Investment Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.