Colton Groome Financial Advisors’s IBM IBM Stock Holding History

Colton Groome Financial 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	$288K	Buy	1,023 +23	+2%	+$5.79K	0.07%	137
2026 Q1	$242K	Sell	1,000 -21	-2%	-$5.68K	0.07%	125
2025 Q4	$302K	Sell	1,021 -84	-8%	-$25.2K	0.09%	110
2025 Q3	$312K	Hold	1,105	–	–	0.1%	107
2025 Q2	$326K	Hold	1,105	–	–	0.11%	99
2025 Q1	$267K	Sell	1,105 -55	-5%	-$13.5K	0.1%	104
2024 Q4	$255K	Hold	1,160	–	–	0.1%	107
2024 Q3	$256K	Sell	1,160 -109	-9%	-$21.4K	0.1%	113
2024 Q2	$219K	Hold	1,269	–	–	0.09%	113
2024 Q1	$242K	Sell	1,269 -131	-9%	-$23.9K	0.1%	104
2023 Q4	$229K	Buy	+1,400	New	+$212K	0.1%	111
2023 Q3	–	Sell	-1,519	Closed	-$203K	–	115
2023 Q2	$203K	Sell	1,519 -281	-16%	-$36.3K	0.1%	116
2023 Q1	$236K	Buy	1,800 +18	+1%	+$2.41K	0.11%	110
2022 Q4	$251K	Sell	1,782 -5	-0.3%	-$690	0.12%	108
2022 Q3	$212K	Buy	1,787 +62	+4%	+$8.14K	0.11%	110
2022 Q2	$244K	Buy	+1,725	New	+$233K	0.12%	94

Other funds holding IBM

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

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 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Colton Groome Financial Advisors's IBM Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its IBM (IBM) stake by 2.3% in Q2 2026, buying an estimated $5.79K and bringing the position to 1,023 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #137.

Colton Groome Financial Advisors first reported a position in IBM in Q2 2022 and has held it in 16 quarters since. The position peaked at $326K in Q2 2025. 2,096 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Colton Groome Financial Advisors held 1,023 shares of IBM worth $288K as of Q2 2026.
Colton Groome Financial Advisors bought 23 IBM shares in Q2 2026, an estimated $5.79K.
IBM made up 0.07% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #137 holding.
Colton Groome Financial Advisors first reported a position in IBM in Q2 2022 and has held it in 16 quarters since.
Colton Groome Financial Advisors's IBM position peaked at $326K in Q2 2025.
2,096 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.