Canvas Wealth Advisors’s IBM IBM Stock Holding History

Canvas 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	$437K	Buy	1,553 +86	+6%	+$21.7K	0.06%	154
2026 Q1	$356K	Sell	1,467 -54	-4%	-$14.6K	0.06%	159
2025 Q4	$451K	Sell	1,521 -45	-3%	-$13.5K	0.08%	124
2025 Q3	$452K	Sell	1,566 -19	-1%	-$4.97K	0.08%	121
2025 Q2	$417K	Buy	1,585 +315	+25%	+$81.2K	0.08%	120
2025 Q1	$306K	Buy	1,270 +169	+15%	+$41.3K	0.08%	133
2024 Q4	$242K	Buy	1,101 +177	+19%	+$39.4K	0.06%	149
2024 Q3	$204K	Buy	+924	New	+$181K	0.06%	169

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

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

Canvas Wealth Advisors increased its IBM (IBM) stake by 5.9% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,553 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #154.

Canvas Wealth Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $452K in Q3 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Canvas Wealth Advisors held 1,553 shares of IBM worth $437K as of Q2 2026.
Canvas Wealth Advisors bought 86 IBM shares in Q2 2026, an estimated $21.7K.
IBM made up 0.06% of Canvas Wealth Advisors's portfolio in Q2 2026, its #154 holding.
Canvas Wealth Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
Canvas Wealth Advisors's IBM position peaked at $452K in Q3 2025.
682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.