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CLA (CliftonLarsonAllen) Wealth Advisors’s IBM IBM Stock Holding History

CLA (CliftonLarsonAllen) 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 		$3.1M Buy
+11,009
New +$2.77M 0.04% 130
2021
Q4 		– Sell
-4,847
Closed -$644K – 221
2021
Q3 		$644K Sell
4,847
-26
-0.5% -$3.48K 0.03% 193
2021
Q2 		$683K Buy
+4,873
New +$666K 0.03% 191
2020
Q3 		– Sell
-13,238
Closed -$1.53M – 157
2020
Q2 		$1.53M Buy
+13,238
New +$1.54M 0.09% 92
2015
Q3 		– Sell
-3,096
Closed -$481K – 133
2015
Q2 		$481K Buy
+3,096
New +$498K 0.1% 112

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
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBM Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in IBM (IBM) in Q2 2026: 11,009 shares worth $3.1M. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in IBM as recently as Q3 2021.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBM in Q2 2015 and has held it in 5 quarters since. 1,130 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 11,009 shares of IBM worth $3.1M as of Q2 2026.
  • IBM was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • IBM made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBM in Q2 2015 and has held it in 5 quarters since.
  • 1,130 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.