City Center Advisors LLC’s IBM IBM Stock Holding History

City Center Advisors LLC’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	$231K	Buy	+821	New	+$207K	0.19%	154
2026 Q1	–	Sell	-775	Closed	-$230K	–	168
2025 Q4	$230K	Sell	775 -79	-9%	-$23.7K	0.21%	145
2025 Q3	$241K	Sell	854 -157	-16%	-$41.1K	0.23%	136
2025 Q2	$298K	Sell	1,011 -141	-12%	-$36.3K	0.32%	106
2025 Q1	$286K	Buy	+1,152	New	+$282K	0.33%	99

Other funds holding IBM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

City Center Advisors LLC's IBM Position: Q2 2026 in Review

City Center Advisors LLC opened a new position in IBM (IBM) in Q2 2026: 821 shares worth $231K. The stake represents 0.19% of the portfolio and ranks #154 among its holdings. This is a return to the name: City Center Advisors LLC previously reported a position in IBM as recently as Q4 2025.

City Center Advisors LLC first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $298K in Q2 2025. 2,231 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

City Center Advisors LLC held 821 shares of IBM worth $231K as of Q2 2026.
IBM was a new City Center Advisors LLC position in Q2 2026.
IBM made up 0.19% of City Center Advisors LLC's portfolio in Q2 2026, its #154 holding.
City Center Advisors LLC first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
City Center Advisors LLC's IBM position peaked at $298K in Q2 2025.
2,231 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on City Center Advisors LLC's 13F filing for Q2 2026, filed 7 Jul 2026.