CWA
IBM icon

Carolina Wealth Advisors’s IBM IBM Stock Holding History

Carolina 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 		$2.49M Buy
8,853
+84
+1% +$21.2K 0.98% 34
2026
Q1 		$2.13M Buy
8,769
+8,572
+4,351% +$2.32M 0.89% 44
2025
Q4 		$58.4K Sell
197
-146
-43% -$43.7K 0.03% 111
2025
Q3 		$96.8K Buy
343
+195
+132% +$51K 0.04% 86
2025
Q2 		$43.6K Buy
+148
New +$38.1K 0.02% 99
2025
Q1 		– Sell
-69
Closed -$15.2K – 297
2024
Q4 		$15.2K Sell
69
-1,942
-97% -$433K 0.01% 132
2024
Q3 		$445K Buy
2,011
+3
+0.1% +$588 0.23% 50
2024
Q2 		$347K Buy
2,008
+348
+21% +$60.5K 0.17% 53
2024
Q1 		$317K Sell
1,660
-82
-5% -$15K 0.17% 56
2023
Q4 		$285K Buy
1,742
+82
+5% +$12.4K 0.15% 68
2023
Q3 		$233K Sell
1,660
-36
-2% -$5.12K 0.13% 78
2023
Q2 		$227K Buy
1,696
+36
+2% +$4.65K 0.14% 65
2023
Q1 		$218K Hold
1,660
– – 0.13% 77
2022
Q4 		$234K Hold
1,660
– – 0.15% 69
2022
Q3 		$197K Sell
1,660
-37
-2% -$4.86K 0.15% 69
2022
Q2 		$240K Buy
1,697
+37
+2% +$4.99K 0.16% 74
2022
Q1 		$216K Hold
1,660
– – 0.14% 81
2021
Q4 		$222K Sell
1,660
-76
-4% -$9.53K 0.13% 73
2021
Q3 		$231K Hold
1,736
– – 0.15% 48
2021
Q2 		$243K Sell
1,736
-45
-3% -$6.15K 0.16% 48
2021
Q1 		$227K Hold
1,781
– – 0.17% 45
2020
Q4 		$214K Buy
1,781
+45
+3% +$5.2K 0.17% 48
2020
Q3 		$202K Hold
1,736
– – 0.18% 49
2020
Q2 		$200K Hold
1,736
– – 0.19% 49
2020
Q1 		$184K Sell
1,736
-431
-20% -$54.5K 0.21% 49
2019
Q4 		$278K Buy
+2,167
New +$282K 0.26% 41

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Carolina Wealth Advisors increased its IBM (IBM) stake by 0.96% in Q2 2026, buying an estimated $21.2K and bringing the position to 8,853 shares worth $2.49M. The position accounts for 0.98% of the portfolio, ranked #34.

Carolina Wealth Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Carolina Wealth Advisors held 8,853 shares of IBM worth $2.49M as of Q2 2026.
  • Carolina Wealth Advisors bought 84 IBM shares in Q2 2026, an estimated $21.2K.
  • IBM made up 0.98% of Carolina Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Carolina Wealth Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.