AAS
IBM icon

Avantax Advisory Services’s IBM IBM Stock Holding History

Avantax 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
2025
Q2 		$26.7M Sell
90,441
-5,467
-6% -$1.41M 0.15% 107
2025
Q1 		$23.8M Sell
95,908
-3,868
-4% -$946K 0.14% 109
2024
Q4 		$21.9M Buy
99,776
+3,245
+3% +$723K 0.14% 112
2024
Q3 		$21.3M Buy
96,531
+1,250
+1% +$245K 0.14% 110
2024
Q2 		$16.5M Buy
95,281
+40,220
+73% +$6.99M 0.12% 132
2024
Q1 		$10.5M Buy
55,061
+4,104
+8% +$749K 0.09% 168
2023
Q4 		$8.33M Buy
50,957
+2,735
+6% +$413K 0.08% 192
2023
Q3 		$6.77M Sell
48,222
-464
-1% -$66K 0.08% 201
2023
Q2 		$6.51M Sell
48,686
-1,058
-2% -$137K 0.07% 204
2023
Q1 		$6.52M Buy
49,744
+7,065
+17% +$945K 0.08% 191
2022
Q4 		$6.01M Buy
42,679
+3,110
+8% +$429K 0.08% 192
2022
Q3 		$4.7M Buy
39,569
+3,115
+9% +$409K 0.07% 211
2022
Q2 		$5.15M Buy
36,454
+1,153
+3% +$156K 0.08% 195
2022
Q1 		$4.59M Buy
35,301
+1,052
+3% +$137K 0.06% 223
2021
Q4 		$4.58M Buy
34,249
+1,661
+5% +$208K 0.07% 214
2021
Q3 		$4.32M Sell
32,588
-1,279
-4% -$171K 0.07% 199
2021
Q2 		$4.75M Buy
33,867
+6,622
+24% +$906K 0.09% 178
2021
Q1 		$3.47M Buy
27,245
+3,070
+13% +$367K 0.07% 196
2020
Q4 		$2.91M Sell
24,175
-29,417
-55% -$3.4M 0.07% 198
2020
Q3 		$6.23M Buy
53,592
+29,837
+126% +$3.51M 0.1% 174
2020
Q2 		$2.74M Sell
23,755
-7,368
-24% -$856K 0.08% 176
2020
Q1 		$3.31M Buy
31,123
+1,753
+6% +$222K 0.1% 139
2019
Q4 		$3.76M Buy
29,370
+10,299
+54% +$1.34M 0.09% 139
2019
Q3 		$2.65M Buy
19,071
+6,996
+58% +$944K 0.11% 99
2019
Q2 		$1.59M Buy
12,075
+1,320
+12% +$173K 0.07% 137
2019
Q1 		$1.45M Buy
10,755
+1,399
+15% +$178K 0.08% 138
2018
Q4 		$1.02M Buy
+9,356
New +$1.12M 0.17% 130

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Avantax Advisory Services's IBM Position: Q2 2025 in Review

Avantax Advisory Services reduced its IBM (IBM) stake by 5.7% in Q2 2025, selling an estimated $1.41M and leaving 90,441 shares worth $26.7M. The position accounts for 0.15% of the portfolio, ranked #107.

Avantax Advisory Services first reported a position in IBM in Q4 2018 and has held it in 27 quarters since. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Avantax Advisory Services held 90,441 shares of IBM worth $26.7M as of Q2 2025.
  • Avantax Advisory Services sold 5,467 IBM shares in Q2 2025, an estimated $1.41M.
  • IBM made up 0.15% of Avantax Advisory Services's portfolio in Q2 2025, its #107 holding.
  • Avantax Advisory Services first reported a position in IBM in Q4 2018 and has held it in 27 quarters since.
  • 3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.