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Etesian Wealth Advisors’s IBM IBM Stock Holding History

Etesian 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 		$1.32M Sell
4,711
-146
-3% -$36.8K 0.39% 57
2026
Q1 		$1.18M Sell
4,857
-174
-3% -$47.1K 0.38% 62
2025
Q4 		$1.49M Sell
5,031
-453
-8% -$136K 0.47% 53
2025
Q3 		$1.55M Sell
5,484
-146
-3% -$38.2K 0.51% 49
2025
Q2 		$1.66M Sell
5,630
-915
-14% -$236K 0.62% 45
2025
Q1 		$1.63M Sell
6,545
-400
-6% -$97.8K 0.7% 43
2024
Q4 		$1.53M Buy
6,945
+372
+6% +$82.8K 0.68% 41
2024
Q3 		$1.45M Buy
6,573
+9
+0.1% +$1.76K 0.66% 46
2024
Q2 		$1.14M Hold
6,564
– – 0.64% 53
2024
Q1 		$1.25M Sell
6,564
-62
-0.9% -$11.3K 0.72% 52
2023
Q4 		$1.09M Sell
6,626
-341
-5% -$51.5K 0.65% 52
2023
Q3 		$977K Sell
6,967
-11
-0.2% -$1.56K 0.66% 54
2023
Q2 		$934K Buy
6,978
+202
+3% +$26.1K 0.61% 55
2023
Q1 		$888K Buy
6,776
+276
+4% +$36.9K 0.59% 56
2022
Q4 		$916K Buy
+6,500
New +$897K 0.67% 49

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

Etesian Wealth Advisors's IBM Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its IBM (IBM) stake by 3% in Q2 2026, selling an estimated $36.8K and leaving 4,711 shares worth $1.32M. The position accounts for 0.39% of the portfolio, ranked #57.

Etesian Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.66M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Etesian Wealth Advisors held 4,711 shares of IBM worth $1.32M as of Q2 2026.
  • Etesian Wealth Advisors sold 146 IBM shares in Q2 2026, an estimated $36.8K.
  • IBM made up 0.39% of Etesian Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Etesian Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's IBM position peaked at $1.66M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.