Central Valley Advisors’s IBM IBM Stock Holding History

Central Valley 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	$858K	Buy	3,052 +53	+2%	+$13.4K	0.22%	79
2026 Q1	$727K	Buy	2,999 +1,302	+77%	+$352K	0.2%	78
2025 Q4	$503K	Hold	1,697	–	–	0.15%	100
2025 Q3	$479K	Sell	1,697 -12	-0.7%	-$3.14K	0.15%	100
2025 Q2	$504K	Hold	1,709	–	–	0.17%	89
2025 Q1	$425K	Sell	1,709 -52	-3%	-$12.7K	0.16%	85
2024 Q4	$387K	Sell	1,761 -19	-1%	-$4.23K	0.18%	96
2024 Q3	$394K	Buy	+1,780	New	+$349K	0.22%	83
2024 Q2	–	Sell	-3,077	Closed	-$587K	–	158
2024 Q1	$587K	Sell	3,077 -88	-3%	-$16.1K	0.3%	70
2023 Q4	$518K	Buy	+3,165	New	+$478K	0.3%	75

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Central Valley Advisors's IBM Position: Q2 2026 in Review

Central Valley Advisors increased its IBM (IBM) stake by 1.8% in Q2 2026, buying an estimated $13.4K and bringing the position to 3,052 shares worth $858K. The position accounts for 0.22% of the portfolio, ranked #79.

Central Valley Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Central Valley Advisors held 3,052 shares of IBM worth $858K as of Q2 2026.
Central Valley Advisors bought 53 IBM shares in Q2 2026, an estimated $13.4K.
IBM made up 0.22% of Central Valley Advisors's portfolio in Q2 2026, its #79 holding.
Central Valley Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.