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Doliver Advisors’s IBM IBM Stock Holding History

Doliver 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 		$291K Sell
1,035
-110
-10% -$27.7K 0.07% 165
2026
Q1 		$278K Sell
1,145
-30
-3% -$8.12K 0.06% 157
2025
Q4 		$348K Sell
1,175
-26
-2% -$7.79K 0.09% 139
2025
Q3 		$339K Hold
1,201
– – 0.09% 143
2025
Q2 		$354K Hold
1,201
– – 0.1% 132
2025
Q1 		$299K Buy
1,201
+258
+27% +$63.1K 0.08% 137
2024
Q4 		$207K Hold
943
– – 0.06% 153
2024
Q3 		$208K Buy
+943
New +$185K 0.06% 147
2024
Q2 		– Sell
-1,084
Closed -$207K – 150
2024
Q1 		$207K Buy
+1,084
New +$198K 0.06% 139
2022
Q4 		– Sell
-3,021
Closed -$359K – 155
2022
Q3 		$359K Sell
3,021
-100
-3% -$13.1K 0.13% 96
2022
Q2 		$441K Buy
3,121
+1,375
+79% +$186K 0.16% 95
2022
Q1 		$227K Buy
1,746
+23
+1% +$3K 0.07% 153
2021
Q4 		$236K Sell
1,723
-35
-2% -$4.39K 0.07% 138
2021
Q3 		$234K Hold
1,758
– – 0.08% 147
2021
Q2 		$246K Buy
+1,758
New +$240K 0.08% 127
2019
Q4 		– Sell
-1,519
Closed -$208K – 158
2019
Q3 		$208K Sell
1,519
-4
-0.3% -$540 0.08% 104
2019
Q2 		$201K Hold
1,523
– – 0.08% 113
2019
Q1 		$205K Buy
+1,523
New +$194K 0.08% 96
2018
Q4 		– Sell
-1,773
Closed -$256K – 183
2018
Q3 		$256K Buy
+1,773
New +$248K 0.11% 122

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Doliver Advisors's IBM Position: Q2 2026 in Review

Doliver Advisors reduced its IBM (IBM) stake by 9.6% in Q2 2026, selling an estimated $27.7K and leaving 1,035 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #165.

Doliver Advisors first reported a position in IBM in Q3 2018 and has held it in 19 quarters since. The position peaked at $441K in Q2 2022. 1,124 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Doliver Advisors held 1,035 shares of IBM worth $291K as of Q2 2026.
  • Doliver Advisors sold 110 IBM shares in Q2 2026, an estimated $27.7K.
  • IBM made up 0.07% of Doliver Advisors's portfolio in Q2 2026, its #165 holding.
  • Doliver Advisors first reported a position in IBM in Q3 2018 and has held it in 19 quarters since.
  • Doliver Advisors's IBM position peaked at $441K in Q2 2022.
  • 1,124 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.