Centennial Wealth Advisory’s IBM IBM Stock Holding History

Centennial Wealth 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	$2.35M	Sell	8,351 -2,111	-20%	-$532K	0.51%	35
2026 Q1	$2.54M	Buy	10,462 +919	+10%	+$249K	0.61%	33
2025 Q4	$2.83M	Buy	9,543 +45	+0.5%	+$13.5K	0.75%	29
2025 Q3	$2.68M	Buy	9,498 +92	+1%	+$24.1K	0.75%	28
2025 Q2	$2.77M	Sell	9,406 -495	-5%	-$128K	0.88%	21
2025 Q1	$2.46M	Sell	9,901 -86	-0.9%	-$21K	0.89%	19
2024 Q4	$2.2M	Buy	9,987 +55	+0.6%	+$12.2K	0.86%	18
2024 Q3	$2.2M	Buy	9,932 +120	+1%	+$23.5K	0.86%	19
2024 Q2	$1.7M	Sell	9,812 -577	-6%	-$100K	0.74%	25
2024 Q1	$1.98M	Sell	10,389 -13	-0.1%	-$2.37K	0.92%	19
2023 Q4	$1.7M	Sell	10,402 -375	-3%	-$56.7K	0.87%	21
2023 Q3	$1.51M	Sell	10,777 -20	-0.2%	-$2.85K	0.81%	30
2023 Q2	$1.44M	Sell	10,797 -82	-0.8%	-$10.6K	0.75%	32
2023 Q1	$1.43M	Buy	10,879 +263	+2%	+$35.2K	0.76%	32
2022 Q4	$1.5M	Buy	10,616 +266	+3%	+$36.7K	0.84%	31
2022 Q3	$1.23M	Buy	10,350 +535	+5%	+$70.2K	0.72%	34
2022 Q2	$1.39M	Buy	9,815 +8,163	+494%	+$1.1M	0.78%	34
2022 Q1	$215K	Buy	+1,652	New	+$215K	0.12%	95

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

Centennial Wealth Advisory's IBM Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its IBM (IBM) stake by 20% in Q2 2026, selling an estimated $532K and leaving 8,351 shares worth $2.35M. The position accounts for 0.51% of the portfolio, ranked #35.

Centennial Wealth Advisory first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.83M in Q4 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Centennial Wealth Advisory held 8,351 shares of IBM worth $2.35M as of Q2 2026.
Centennial Wealth Advisory sold 2,111 IBM shares in Q2 2026, an estimated $532K.
IBM made up 0.51% of Centennial Wealth Advisory's portfolio in Q2 2026, its #35 holding.
Centennial Wealth Advisory first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
Centennial Wealth Advisory's IBM position peaked at $2.83M in Q4 2025.
682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.