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Carson Advisory’s IBM IBM Stock Holding History

Carson Advisory’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 		$4.52M Buy
16,074
+1,135
+8% +$286K 2.08% 11
2026
Q1 		$3.62M Sell
14,939
-334
-2% -$90.4K 1.88% 13
2025
Q4 		$4.52M Buy
15,273
+553
+4% +$166K 2.35% 9
2025
Q3 		$4.15M Sell
14,720
-100
-0.7% -$26.2K 2.24% 11
2025
Q2 		$4.37M Buy
14,820
+580
+4% +$149K 2.78% 5
2025
Q1 		$3.54M Sell
14,240
-525
-4% -$128K 2.38% 9
2024
Q4 		$3.25M Buy
14,765
+250
+2% +$55.7K 2.26% 10
2024
Q3 		$3.21M Sell
14,515
-365
-2% -$71.6K 2.01% 10
2024
Q2 		$2.57M Buy
14,880
+216
+1% +$37.5K 1.81% 11
2024
Q1 		$2.8M Buy
14,664
+2,088
+17% +$381K 1.97% 9
2023
Q4 		$2.06M Sell
12,576
-620
-5% -$93.7K 1.6% 12
2023
Q3 		$1.85M Sell
13,196
-400
-3% -$56.9K 1.62% 11
2023
Q2 		$1.82M Sell
13,596
-450
-3% -$58.1K 1.54% 10
2023
Q1 		$1.84M Sell
14,046
-703
-5% -$94K 1.64% 12
2022
Q4 		$2.08M Sell
14,749
-789
-5% -$109K 1.99% 13
2022
Q3 		$1.85M Buy
15,538
+132
+0.9% +$17.3K 2.05% 13
2022
Q2 		$2.17M Sell
15,406
-3
-0% -$405 2.43% 8
2022
Q1 		$2M Sell
15,409
-83
-0.5% -$10.8K 1.99% 10
2021
Q4 		$2.07M Buy
+15,492
New +$1.94M 2.1% 11

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

Carson Advisory's IBM Position: Q2 2026 in Review

Carson Advisory increased its IBM (IBM) stake by 7.6% in Q2 2026, buying an estimated $286K and bringing the position to 16,074 shares worth $4.52M. The position accounts for 2.08% of the portfolio, ranked #11.

Carson Advisory first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.52M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Carson Advisory held 16,074 shares of IBM worth $4.52M as of Q2 2026.
  • Carson Advisory bought 1,135 IBM shares in Q2 2026, an estimated $286K.
  • IBM made up 2.08% of Carson Advisory's portfolio in Q2 2026, its #11 holding.
  • Carson Advisory first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's IBM position peaked at $4.52M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.