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Diversify Advisory Services’s IBM IBM Stock Holding History

Diversify Advisory Services’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 		$11.4M Buy
52,800
+50,610
+2,311% +$12.8M 0.19% 109
2026
Q1 		$497K Sell
2,190
-9,582
-81% -$2.59M 0.08% 116
2025
Q4 		$3.6M Buy
11,772
+938
+9% +$281K 0.11% 133
2025
Q3 		$3.3M Buy
10,834
+489
+5% +$128K 0.11% 144
2025
Q2 		$2.43M Buy
10,345
+3,154
+44% +$813K 0.09% 161
2025
Q1 		$1.72M Buy
7,191
+183
+3% +$44.8K 0.11% 136
2024
Q4 		$1.54M Sell
7,008
-8,081
-54% -$1.8M 0.08% 165
2024
Q3 		$3.5M Sell
15,089
-3,637
-19% -$713K 0.19% 96
2024
Q2 		$3.3M Sell
18,726
-5,651
-23% -$982K 0.18% 99
2024
Q1 		$4.63M Buy
+24,377
New +$4.45M 0.27% 79

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

Diversify Advisory Services's IBM Position: Q2 2026 in Review

Diversify Advisory Services increased its IBM (IBM) stake by 2,311% in Q2 2026, buying an estimated $12.8M and bringing the position to 52,800 shares worth $11.4M. The position accounts for 0.19% of the portfolio, ranked #109.

Diversify Advisory Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Diversify Advisory Services held 52,800 shares of IBM worth $11.4M as of Q2 2026.
  • Diversify Advisory Services bought 50,610 IBM shares in Q2 2026, an estimated $12.8M.
  • IBM made up 0.19% of Diversify Advisory Services's portfolio in Q2 2026, its #109 holding.
  • Diversify Advisory Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.