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Carroll Advisory Group’s IBM IBM Stock Holding History

Carroll Advisory Group’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 		$3.84M Sell
13,656
-44
-0.3% -$11.1K 1.26% 19
2026
Q1 		$3.32M Sell
13,700
-1,361
-9% -$368K 1.29% 20
2025
Q4 		$4.46M Buy
+15,061
New +$4.51M 1.93% 14

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carroll Advisory Group's IBM Position: Q2 2026 in Review

Carroll Advisory Group reduced its IBM (IBM) stake by 0.32% in Q2 2026, selling an estimated $11.1K and leaving 13,656 shares worth $3.84M. The position accounts for 1.26% of the portfolio, ranked #19.

Carroll Advisory Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.46M in Q4 2025. 3,623 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Carroll Advisory Group held 13,656 shares of IBM worth $3.84M as of Q2 2026.
  • Carroll Advisory Group sold 44 IBM shares in Q2 2026, an estimated $11.1K.
  • IBM made up 1.26% of Carroll Advisory Group's portfolio in Q2 2026, its #19 holding.
  • Carroll Advisory Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Carroll Advisory Group's IBM position peaked at $4.46M in Q4 2025.
  • 3,623 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.