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BlueSky Wealth Advisors’s IBM IBM Stock Holding History

BlueSky 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 		$924K Sell
3,286
-130
-4% -$32.8K 0.11% 60
2026
Q1 		$828K Buy
3,416
+570
+20% +$154K 0.11% 63
2025
Q4 		$843K Sell
2,846
-17
-0.6% -$5.09K 0.11% 47
2025
Q3 		$808K Hold
2,863
– – 0.11% 47
2025
Q2 		$844K Hold
2,863
– – 0.12% 44
2025
Q1 		$712K Sell
2,863
-323
-10% -$79K 0.11% 48
2024
Q4 		$700K Hold
3,186
– – 0.11% 51
2024
Q3 		$704K Hold
3,186
– – 0.11% 50
2024
Q2 		$551K Buy
3,186
+590
+23% +$103K 0.09% 54
2024
Q1 		$496K Sell
2,596
-26
-1% -$4.74K 0.39% 27
2023
Q4 		$429K Buy
2,622
+25
+1% +$3.78K 0.08% 53
2023
Q3 		$364K Hold
2,597
– – 0.07% 55
2023
Q2 		$347K Buy
2,597
+721
+38% +$93K 0.07% 55
2023
Q1 		$246K Buy
1,876
+21
+1% +$2.81K 0.05% 61
2022
Q4 		$261K Sell
1,855
-72
-4% -$9.93K 0.06% 59
2022
Q3 		$229K Buy
+1,927
New +$253K 0.05% 61
2021
Q2 		– Sell
-1,685
Closed -$217K – 66
2021
Q1 		$217K Hold
1,685
– – 0.05% 55
2020
Q4 		$203K Hold
1,685
– – 0.05% 49
2020
Q3 		$202K Sell
1,685
-144
-8% -$17K 0.05% 51
2020
Q2 		$211K Buy
+1,829
New +$212K 0.06% 49
2020
Q1 		– Sell
-1,858
Closed -$243K – 54
2019
Q4 		$243K Buy
1,858
+29
+2% +$3.77K 0.08% 59
2019
Q3 		$244K Hold
1,829
– – 0.08% 58
2019
Q2 		$241K Sell
1,829
-105
-5% -$13.8K 0.09% 59
2019
Q1 		$263K Buy
1,934
+86
+5% +$11K 0.1% 54
2018
Q4 		$235K Buy
+1,848
New +$222K 0.09% 55

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

BlueSky Wealth Advisors's IBM Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its IBM (IBM) stake by 3.8% in Q2 2026, selling an estimated $32.8K and leaving 3,286 shares worth $924K. The position accounts for 0.11% of the portfolio, ranked #60.

BlueSky Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 25 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BlueSky Wealth Advisors held 3,286 shares of IBM worth $924K as of Q2 2026.
  • BlueSky Wealth Advisors sold 130 IBM shares in Q2 2026, an estimated $32.8K.
  • IBM made up 0.11% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • BlueSky Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 25 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.