C1AG
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Client 1st Advisory Group’s IBM IBM Stock Holding History

Client 1st Advisory Group’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 		$235K Buy
+834
New +$210K 0.06% 130
2026
Q1 		– Sell
-733
Closed -$217K – 147
2025
Q4 		$217K Buy
+733
New +$220K 0.07% 133

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Client 1st Advisory Group's IBM Position: Q2 2026 in Review

Client 1st Advisory Group opened a new position in IBM (IBM) in Q2 2026: 834 shares worth $235K. The stake represents 0.06% of the portfolio and ranks #130 among its holdings. This is a return to the name: Client 1st Advisory Group previously reported a position in IBM as recently as Q4 2025.

Client 1st Advisory Group first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Client 1st Advisory Group held 834 shares of IBM worth $235K as of Q2 2026.
  • IBM was a new Client 1st Advisory Group position in Q2 2026.
  • IBM made up 0.06% of Client 1st Advisory Group's portfolio in Q2 2026, its #130 holding.
  • Client 1st Advisory Group first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • 805 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.