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Centennial Advisors’s IBM IBM Stock Holding History

Centennial 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 		$670K Sell
2,383
-321
-12% -$80.9K 0.8% 33
2026
Q1 		$655K Buy
2,704
+360
+15% +$97.4K 0.83% 33
2025
Q4 		$694K Buy
+2,344
New +$702K 0.9% 32

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Centennial Advisors's IBM Position: Q2 2026 in Review

Centennial Advisors reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $80.9K and leaving 2,383 shares worth $670K. The position accounts for 0.8% of the portfolio, ranked #33.

Centennial Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $694K in Q4 2025. 2,284 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Centennial Advisors held 2,383 shares of IBM worth $670K as of Q2 2026.
  • Centennial Advisors sold 321 IBM shares in Q2 2026, an estimated $80.9K.
  • IBM made up 0.8% of Centennial Advisors's portfolio in Q2 2026, its #33 holding.
  • Centennial Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Centennial Advisors's IBM position peaked at $694K in Q4 2025.
  • 2,284 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Centennial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.