Certified Advisory Corp’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.98M | Buy |
7,048
+46
| +0.7% | +$11.6K | 0.16% | 123 |
|
|
2026
Q1 | $1.7M | Buy |
7,002
+172
| +3% | +$46.5K | 0.15% | 130 |
|
|
2025
Q4 | $2.02M | Buy |
6,830
+73
| +1% | +$21.9K | 0.18% | 122 |
|
|
2025
Q3 | $1.91M | Buy |
6,757
+2
| +0% | +$524 | 0.18% | 115 |
|
|
2025
Q2 | $1.99M | Buy |
6,755
+5
| +0.1% | +$1.29K | 0.21% | 109 |
|
|
2025
Q1 | $1.68M | Sell |
6,750
-65
| -1% | -$15.9K | 0.19% | 113 |
|
|
2024
Q4 | $1.5M | Buy |
6,815
+137
| +2% | +$30.5K | 0.16% | 123 |
|
|
2024
Q3 | $1.48M | Buy |
6,678
+2,035
| +44% | +$399K | 0.16% | 121 |
|
|
2024
Q2 | $803K | Sell |
4,643
-16
| -0.3% | -$2.78K | 0.1% | 150 |
|
|
2024
Q1 | $890K | Buy |
4,659
+195
| +4% | +$35.6K | 0.12% | 134 |
|
|
2023
Q4 | $730K | Sell |
4,464
-169
| -4% | -$25.5K | 0.11% | 148 |
|
|
2023
Q3 | $650K | Sell |
4,633
-26
| -0.6% | -$3.7K | 0.12% | 143 |
|
|
2023
Q2 | $623K | Sell |
4,659
-1,712
| -27% | -$221K | 0.11% | 140 |
|
|
2023
Q1 | $835K | Buy |
6,371
+41
| +0.6% | +$5.49K | 0.15% | 134 |
|
|
2022
Q4 | $892K | Sell |
6,330
-49
| -0.8% | -$6.76K | 0.18% | 127 |
|
|
2022
Q3 | $757K | Buy |
6,379
+23
| +0.4% | +$3.02K | 0.17% | 126 |
|
|
2022
Q2 | $898K | Sell |
6,356
-16
| -0.3% | -$2.16K | 0.2% | 121 |
|
|
2022
Q1 | $828K | Buy |
6,372
+2
| +0% | +$261 | 0.18% | 125 |
|
|
2021
Q4 | $851K | Sell |
6,370
-275
| -4% | -$34.5K | 0.19% | 125 |
|
|
2021
Q3 | $883K | Buy |
6,645
+12
| +0.2% | +$1.6K | 0.21% | 110 |
|
|
2021
Q2 | $929K | Buy |
6,633
+134
| +2% | +$18.3K | 0.23% | 103 |
|
|
2021
Q1 | $828K | Buy |
+6,499
| New | +$778K | 0.21% | 103 |
|
|
2020
Q2 | $671K | Sell |
5,813
-155
| -3% | -$18K | 0.22% | 105 |
|
|
2020
Q1 | $633K | Buy |
5,968
+2
| +0% | +$253 | 0.25% | 97 |
|
|
2019
Q4 | $765K | Buy |
5,966
+1
| +0% | +$130 | 0.24% | 96 |
|
|
2019
Q3 | $829K | Buy |
5,965
+4,253
| +248% | +$574K | 0.29% | 81 |
|
|
2019
Q2 | $226K | Sell |
1,712
-157
| -8% | -$20.6K | 0.08% | 165 |
|
|
2019
Q1 | $252K | Sell |
1,869
-92
| -5% | -$11.7K | 0.11% | 147 |
|
|
2018
Q4 | $213K | Sell |
1,961
-156
| -7% | -$18.7K | 0.11% | 142 |
|
|
2018
Q3 | $306K | Sell |
2,117
-45
| -2% | -$6.29K | 0.14% | 119 |
|
|
2018
Q2 | $289K | Buy |
2,162
+236
| +12% | +$32.9K | 0.16% | 113 |
|
|
2018
Q1 | $281K | Buy |
1,926
+757
| +65% | +$115K | 0.17% | 121 |
|
|
2017
Q4 | $170K | Buy |
+1,169
| New | +$170K | 0.12% | 127 |
|
Other funds holding IBM
SMDAM
CAI
VF
FWIA
Certified Advisory Corp's IBM Position: Q2 2026 in Review
Certified Advisory Corp increased its IBM (IBM) stake by 0.66% in Q2 2026, buying an estimated $11.6K and bringing the position to 7,048 shares worth $1.98M. The position accounts for 0.16% of the portfolio, ranked #123.
Certified Advisory Corp first reported a position in IBM in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.02M in Q4 2025. 1,335 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Certified Advisory Corp held 7,048 shares of IBM worth $1.98M as of Q2 2026.
- Certified Advisory Corp bought 46 IBM shares in Q2 2026, an estimated $11.6K.
- IBM made up 0.16% of Certified Advisory Corp's portfolio in Q2 2026, its #123 holding.
- Certified Advisory Corp first reported a position in IBM in Q4 2017 and has held it in 33 quarters since.
- Certified Advisory Corp's IBM position peaked at $2.02M in Q4 2025.
- 1,335 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.