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Dynamic Advisor Solutions’s IBM IBM Stock Holding History

Dynamic Advisor Solutions’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 		$8M Buy
28,457
+1,209
+4% +$305K 0.23% 99
2026
Q1 		$6.6M Buy
27,248
+745
+3% +$202K 0.21% 110
2025
Q4 		$7.85M Sell
26,503
-4,359
-14% -$1.31M 0.25% 89
2025
Q3 		$8.71M Buy
30,862
+493
+2% +$129K 0.25% 90
2025
Q2 		$8.95M Sell
30,369
-3,837
-11% -$989K 0.28% 86
2025
Q1 		$8.51M Sell
34,206
-2,959
-8% -$724K 0.28% 86
2024
Q4 		$8.17M Sell
37,165
-122
-0.3% -$27.2K 0.35% 67
2024
Q3 		$8.24M Buy
37,287
+152
+0.4% +$29.8K 0.25% 96
2024
Q2 		$6.42M Buy
37,135
+19,669
+113% +$3.42M 0.2% 121
2024
Q1 		$3.34M Sell
17,466
-3,425
-16% -$625K 0.11% 220
2023
Q4 		$3.32M Buy
20,891
+345
+2% +$52.1K 0.12% 206
2023
Q3 		$2.88M Buy
20,546
+690
+3% +$98.2K 0.14% 184
2023
Q2 		$2.66M Sell
19,856
-13,730
-41% -$1.77M 0.14% 184
2023
Q1 		$4.4M Sell
33,586
-3,964
-11% -$530K 0.26% 107
2022
Q4 		$5.29M Buy
37,550
+4,925
+15% +$679K 0.36% 67
2022
Q3 		$3.88M Buy
32,625
+9,495
+41% +$1.25M 0.3% 83
2022
Q2 		$3.27M Buy
23,130
+3,370
+17% +$455K 0.25% 95
2022
Q1 		$2.57M Buy
19,760
+6,420
+48% +$837K 0.18% 133
2021
Q4 		$1.78M Sell
13,340
-5,944
-31% -$746K 0.13% 178
2021
Q3 		$2.56M Buy
19,284
+5,611
+41% +$750K 0.19% 131
2021
Q2 		$1.92M Buy
13,673
+207
+2% +$28.3K 0.15% 165
2021
Q1 		$1.72M Buy
13,466
+10,117
+302% +$1.21M 0.16% 162
2020
Q4 		$403K Buy
3,349
+17
+0.5% +$1.97K 0.04% 415
2020
Q3 		$387K Buy
3,332
+4
+0.1% +$471 0.04% 367
2020
Q2 		$384K Buy
3,328
+62
+2% +$7.2K 0.05% 331
2020
Q1 		$346K Buy
3,266
+578
+22% +$73.1K 0.06% 310
2019
Q4 		$344K Sell
2,688
-19
-0.7% -$2.47K 0.05% 383
2019
Q3 		$376K Buy
2,707
+54
+2% +$7.28K 0.06% 329
2019
Q2 		$350K Buy
2,653
+806
+44% +$106K 0.06% 331
2019
Q1 		$249K Sell
1,847
-49
-3% -$6.25K 0.05% 331
2018
Q4 		$243K Sell
1,896
-2,815
-60% -$338K 0.05% 320
2018
Q3 		$681K Sell
4,711
-12,170
-72% -$1.7M 0.14% 180
2018
Q2 		$2.25M Sell
16,881
-262
-2% -$36.5K 0.51% 50
2018
Q1 		$2.51M Buy
17,143
+587
+4% +$88.8K 0.65% 37
2017
Q4 		$2.43M Buy
16,556
+64
+0.4% +$9.31K 0.8% 35
2017
Q3 		$2.29M Buy
16,492
+10,878
+194% +$1.52M 0.9% 27
2017
Q2 		$826K Sell
5,614
-4,599
-45% -$693K 0.32% 97
2017
Q1 		$1.7M Buy
10,213
+2,147
+27% +$360K 0.66% 39
2016
Q4 		$1.28M Buy
8,066
+3,015
+60% +$459K 0.51% 61
2016
Q3 		$767K Buy
+5,051
New +$767K 0.29% 108
2015
Q3 		– Sell
-1,711
Closed -$266K – 198
2015
Q2 		$266K Sell
1,711
-4,191
-71% -$674K 0.16% 132
2015
Q1 		$905K Buy
5,902
+2,702
+84% +$410K 0.45% 69
2014
Q4 		$491K Buy
3,200
+45
+1% +$7.16K 0.26% 114
2014
Q3 		$572K Buy
+3,155
New +$575K 0.31% 94
2014
Q2 		– Sell
-4,341
Closed -$790K – 217
2014
Q1 		$790K Buy
4,341
+1,416
+48% +$249K 0.54% 61
2013
Q4 		$524K Buy
+2,925
New +$504K 0.39% 90

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Dynamic Advisor Solutions's IBM Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its IBM (IBM) stake by 4.4% in Q2 2026, buying an estimated $305K and bringing the position to 28,457 shares worth $8M. The position accounts for 0.23% of the portfolio, ranked #99.

Dynamic Advisor Solutions first reported a position in IBM in Q4 2013 and has held it in 46 quarters since. The position peaked at $8.95M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Dynamic Advisor Solutions held 28,457 shares of IBM worth $8M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,209 IBM shares in Q2 2026, an estimated $305K.
  • IBM made up 0.23% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #99 holding.
  • Dynamic Advisor Solutions first reported a position in IBM in Q4 2013 and has held it in 46 quarters since.
  • Dynamic Advisor Solutions's IBM position peaked at $8.95M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.