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Centerline Wealth Advisors’s IBM IBM Stock Holding History

Centerline 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 		$589K Buy
2,093
+17
+0.8% +$4.28K 0.18% 52
2026
Q1 		$503K Buy
2,076
+2
+0.1% +$541 0.18% 49
2025
Q4 		$614K Sell
2,074
-14
-0.7% -$4.19K 0.22% 41
2025
Q3 		$589K Buy
2,088
+2
+0.1% +$524 0.26% 31
2025
Q2 		$615K Buy
2,086
+2
+0.1% +$515 0.3% 29
2025
Q1 		$518K Buy
2,084
+1
+0% +$245 0.31% 25
2024
Q4 		$458K Buy
+2,083
New +$464K 0.27% 25

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Centerline Wealth Advisors increased its IBM (IBM) stake by 0.82% in Q2 2026, buying an estimated $4.28K and bringing the position to 2,093 shares worth $589K. The position accounts for 0.18% of the portfolio, ranked #52.

Centerline Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $615K in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Centerline Wealth Advisors held 2,093 shares of IBM worth $589K as of Q2 2026.
  • Centerline Wealth Advisors bought 17 IBM shares in Q2 2026, an estimated $4.28K.
  • IBM made up 0.18% of Centerline Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Centerline Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Centerline Wealth Advisors's IBM position peaked at $615K in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.