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Continuum Wealth Advisors’s IBM IBM Stock Holding History

Continuum 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 		$656K Buy
2,334
+335
+17% +$84.4K 0.22% 41
2026
Q1 		$485K Buy
1,999
+170
+9% +$46K 0.2% 42
2025
Q4 		$542K Hold
1,829
– – 0.21% 42
2025
Q3 		$516K Buy
1,829
+100
+6% +$26.2K 0.22% 39
2025
Q2 		$510K Hold
1,729
– – 0.24% 32
2025
Q1 		$430K Hold
1,729
– – 0.22% 31
2024
Q4 		$380K Sell
1,729
-10
-0.6% -$2.23K 0.19% 38
2024
Q3 		$385K Sell
1,739
-98
-5% -$19.2K 0.21% 41
2024
Q2 		$318K Sell
1,837
-64
-3% -$11.1K 0.17% 43
2024
Q1 		$363K Buy
1,901
+164
+9% +$29.9K 0.21% 42
2023
Q4 		$284K Sell
1,737
-30
-2% -$4.53K 0.18% 39
2023
Q3 		$248K Hold
1,767
– – 0.17% 41
2023
Q2 		$237K Hold
1,767
– – 0.17% 45
2023
Q1 		$232K Buy
1,767
+3
+0.2% +$401 0.19% 35
2022
Q4 		$249K Buy
+1,764
New +$243K 0.25% 37

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 Wealth Advisors's IBM Position: Q2 2026 in Review

Continuum Wealth Advisors increased its IBM (IBM) stake by 17% in Q2 2026, buying an estimated $84.4K and bringing the position to 2,334 shares worth $656K. The position accounts for 0.22% of the portfolio, ranked #41.

Continuum Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Continuum Wealth Advisors held 2,334 shares of IBM worth $656K as of Q2 2026.
  • Continuum Wealth Advisors bought 335 IBM shares in Q2 2026, an estimated $84.4K.
  • IBM made up 0.22% of Continuum Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Continuum Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.