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Continuum Advisory’s IBM IBM Stock Holding History

Continuum Advisory’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 		$1.71M Buy
6,065
+664
+12% +$167K 0.14% 137
2026
Q1 		$1.31M Buy
5,401
+282
+6% +$76.3K 0.13% 158
2025
Q4 		$1.52M Buy
5,119
+139
+3% +$41.6K 0.15% 126
2025
Q3 		$1.41M Buy
4,980
+507
+11% +$133K 0.15% 134
2025
Q2 		$1.32M Buy
4,473
+308
+7% +$79.4K 0.16% 130
2025
Q1 		$1.04M Buy
4,165
+87
+2% +$21.3K 0.13% 147
2024
Q4 		$897K Buy
4,078
+10
+0.2% +$2.23K 0.11% 166
2024
Q3 		$850K Sell
4,068
-784
-16% -$154K 0.11% 174
2024
Q2 		$839K Sell
4,852
-74
-2% -$12.9K 0.12% 170
2024
Q1 		$819K Sell
4,926
-469
-9% -$85.6K 0.12% 174
2023
Q4 		$882K Sell
5,395
-493
-8% -$74.5K 0.13% 190
2023
Q3 		$826K Buy
5,888
+654
+12% +$93.1K 0.13% 190
2023
Q2 		$700K Buy
5,234
+272
+5% +$35.1K 0.11% 221
2023
Q1 		$650K Buy
4,962
+78
+2% +$10.4K 0.11% 220
2022
Q4 		$688K Buy
4,884
+72
+1% +$9.93K 0.12% 202
2022
Q3 		$572K Buy
4,812
+10
+0.2% +$1.31K 0.1% 215
2022
Q2 		$678K Buy
4,802
+156
+3% +$21.1K 0.12% 206
2022
Q1 		$614K Buy
+4,646
New +$606K 0.12% 212

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Continuum Advisory's IBM Position: Q2 2026 in Review

Continuum Advisory increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $167K and bringing the position to 6,065 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #137.

Continuum Advisory first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Continuum Advisory held 6,065 shares of IBM worth $1.71M as of Q2 2026.
  • Continuum Advisory bought 664 IBM shares in Q2 2026, an estimated $167K.
  • IBM made up 0.14% of Continuum Advisory's portfolio in Q2 2026, its #137 holding.
  • Continuum Advisory first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.