APP
IBM icon

Avantax Planning Partners’s IBM IBM Stock Holding History

Avantax Planning Partners’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 		$10.3M Sell
36,526
-61
-0.2% -$15.4K 0.26% 63
2026
Q1 		$8.87M Sell
36,587
-463
-1% -$125K 0.24% 71
2025
Q4 		$11M Sell
37,050
-639
-2% -$191K 0.31% 52
2025
Q3 		$10.6M Buy
37,689
+988
+3% +$259K 0.3% 52
2025
Q2 		$10.8M Sell
36,701
-340
-0.9% -$87.6K 0.34% 49
2025
Q1 		$9.21M Sell
37,041
-4,919
-12% -$1.2M 0.33% 47
2024
Q4 		$9.22M Sell
41,960
-289
-0.7% -$64.4K 0.33% 46
2024
Q3 		$9.34M Sell
42,249
-12,899
-23% -$2.53M 0.34% 45
2024
Q2 		$9.54M Sell
55,148
-1,576
-3% -$274K 0.31% 61
2024
Q1 		$10.8M Buy
56,724
+26,168
+86% +$4.77M 0.35% 48
2023
Q4 		$5M Sell
30,556
-1,766
-5% -$267K 0.19% 64
2023
Q3 		$4.53M Sell
32,322
-11,413
-26% -$1.62M 0.19% 66
2023
Q2 		$5.85M Buy
43,735
+274
+0.6% +$35.4K 0.23% 52
2023
Q1 		$5.7M Sell
43,461
-1,533
-3% -$205K 0.23% 52
2022
Q4 		$6.34M Sell
44,994
-21
-0% -$2.9K 0.25% 52
2022
Q3 		$5.35M Buy
45,015
+2,151
+5% +$282K 0.24% 51
2022
Q2 		$6.05M Buy
42,864
+6,722
+19% +$907K 0.26% 47
2022
Q1 		$4.7M Buy
36,142
+1,522
+4% +$198K 0.19% 57
2021
Q4 		$4.63M Buy
34,620
+869
+3% +$109K 0.19% 49
2021
Q3 		$4.48M Buy
33,751
+296
+0.9% +$39.6K 0.21% 38
2021
Q2 		$4.69M Buy
33,455
+11,657
+53% +$1.59M 0.22% 37
2021
Q1 		$2.78M Buy
21,798
+3,218
+17% +$385K 0.14% 63
2020
Q4 		$2.24M Sell
18,580
-2,788
-13% -$322K 0.12% 75
2020
Q3 		$2.49M Sell
21,368
-327
-2% -$38.5K 0.13% 65
2020
Q2 		$2.5M Buy
21,695
+3,206
+17% +$372K 0.14% 60
2020
Q1 		$1.96M Buy
18,489
+4,504
+32% +$570K 0.14% 62
2019
Q4 		$1.79M Sell
13,985
-1,099
-7% -$143K 0.11% 74
2019
Q3 		$2.1M Buy
15,084
+596
+4% +$80.4K 0.13% 64
2019
Q2 		$1.95M Buy
14,488
+2,858
+25% +$375K 0.13% 68
2019
Q1 		$1.57M Buy
11,630
+1,975
+20% +$252K 0.11% 77
2018
Q4 		$1.05M Sell
9,655
-2,198
-19% -$264K 0.08% 93
2018
Q3 		$1.71M Buy
11,853
+355
+3% +$49.6K 0.14% 57
2018
Q2 		$1.54M Sell
11,498
-125
-1% -$17.4K 0.14% 56
2018
Q1 		$1.71M Buy
11,623
+1,010
+10% +$153K 0.15% 59
2017
Q4 		$1.56M Sell
10,613
-4,240
-29% -$617K 0.14% 60
2017
Q3 		$2.06M Buy
14,853
+616
+4% +$85.8K 0.16% 64
2017
Q2 		$2.09M Buy
14,237
+880
+7% +$133K 0.18% 59
2017
Q1 		$2.22M Sell
13,357
-335
-2% -$56.2K 0.2% 47
2016
Q4 		$2.17M Buy
+13,692
New +$2.09M 0.23% 39

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avantax Planning Partners's IBM Position: Q2 2026 in Review

Avantax Planning Partners reduced its IBM (IBM) stake by 0.17% in Q2 2026, selling an estimated $15.4K and leaving 36,526 shares worth $10.3M. The position accounts for 0.26% of the portfolio, ranked #63.

Avantax Planning Partners first reported a position in IBM in Q4 2016 and has held it in 39 quarters since. The position peaked at $11M in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Avantax Planning Partners held 36,526 shares of IBM worth $10.3M as of Q2 2026.
  • Avantax Planning Partners sold 61 IBM shares in Q2 2026, an estimated $15.4K.
  • IBM made up 0.26% of Avantax Planning Partners's portfolio in Q2 2026, its #63 holding.
  • Avantax Planning Partners first reported a position in IBM in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's IBM position peaked at $11M in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.