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Blue Zone Wealth Advisors’s IBM IBM Stock Holding History

Blue Zone 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 		$222K Buy
+789
New +$199K 0.04% 120
2026
Q1 		– Sell
-785
Closed -$233K – 137
2025
Q4 		$233K Sell
785
-95
-11% -$28.5K 0.04% 125
2025
Q3 		$248K Hold
880
– – 0.05% 115
2025
Q2 		$259K Hold
880
– – 0.06% 95
2025
Q1 		$219K Sell
880
-220
-20% -$53.8K 0.06% 96
2024
Q4 		$242K Buy
+1,100
New +$245K 0.07% 93

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Blue Zone Wealth Advisors's IBM Position: Q2 2026 in Review

Blue Zone Wealth Advisors opened a new position in IBM (IBM) in Q2 2026: 789 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings. This is a return to the name: Blue Zone Wealth Advisors previously reported a position in IBM as recently as Q4 2025.

Blue Zone Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $259K in Q2 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Blue Zone Wealth Advisors held 789 shares of IBM worth $222K as of Q2 2026.
  • IBM was a new Blue Zone Wealth Advisors position in Q2 2026.
  • IBM made up 0.04% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Blue Zone Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Blue Zone Wealth Advisors's IBM position peaked at $259K in Q2 2025.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.