Cetera Investment Advisers’s IBM IBM Stock Holding History

Cetera Investment Advisers’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	$4.9K	Buy	+300	New	+$75.6K	﹤0.01%	4920

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cetera Investment Advisers's IBM Position: Q2 2026 in Review

Cetera Investment Advisers increased its IBM (IBM) stake by 9.2% in Q2 2026, buying an estimated $11.2M and bringing the position to 527,279 shares worth $148M. The position accounts for 0.14% of the portfolio, ranked #132.

Cetera Investment Advisers first reported a position in IBM in Q4 2015 and has held it in 43 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cetera Investment Advisers held 527,279 shares of IBM worth $148M as of Q2 2026.
Cetera Investment Advisers bought 44,355 IBM shares in Q2 2026, an estimated $11.2M.
IBM made up 0.14% of Cetera Investment Advisers's portfolio in Q2 2026, its #132 holding.
Cetera Investment Advisers first reported a position in IBM in Q4 2015 and has held it in 43 quarters since.
3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.