Elevated Capital Advisors’s IBM IBM Stock Holding History

Elevated Capital 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	$864K	Sell	3,071 -2,483	-45%	-$626K	0.24%	93
2026 Q1	$1.35M	Buy	5,554 +1,012	+22%	+$274K	0.34%	70
2025 Q4	$1.35M	Sell	4,542 -136	-3%	-$40.7K	0.31%	80
2025 Q3	$1.32M	Sell	4,678 -882	-16%	-$231K	0.33%	76
2025 Q2	$1.38M	Hold	5,560	–	–	0.39%	60
2025 Q1	$1.38M	Sell	5,560 -285	-5%	-$69.7K	0.39%	60
2024 Q4	$1.28M	Buy	5,845 +720	+14%	+$160K	0.35%	65
2024 Q3	$1.13M	Sell	5,125 -469	-8%	-$92K	0.3%	87
2024 Q2	$967K	Buy	+5,594	New	+$972K	0.27%	94

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Elevated Capital Advisors's IBM Position: Q2 2026 in Review

Elevated Capital Advisors reduced its IBM (IBM) stake by 45% in Q2 2026, selling an estimated $626K and leaving 3,071 shares worth $864K. The position accounts for 0.24% of the portfolio, ranked #93.

Elevated Capital Advisors first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Elevated Capital Advisors held 3,071 shares of IBM worth $864K as of Q2 2026.
Elevated Capital Advisors sold 2,483 IBM shares in Q2 2026, an estimated $626K.
IBM made up 0.24% of Elevated Capital Advisors's portfolio in Q2 2026, its #93 holding.
Elevated Capital Advisors first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's IBM position peaked at $1.38M in Q2 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.