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Excelsior Advisor Network’s IBM IBM Stock Holding History

Excelsior Advisor Network’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 		$2.98M Buy
10,593
+5,566
+111% +$1.4M 0.39% 62
2026
Q1 		$1.22M Sell
5,027
-121
-2% -$32.7K 0.46% 55
2025
Q4 		$1.52M Buy
+5,148
New +$1.54M 0.74% 29

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

Excelsior Advisor Network's IBM Position: Q2 2026 in Review

Excelsior Advisor Network increased its IBM (IBM) stake by 111% in Q2 2026, buying an estimated $1.4M and bringing the position to 10,593 shares worth $2.98M. The position accounts for 0.39% of the portfolio, ranked #62.

Excelsior Advisor Network first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,622 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Excelsior Advisor Network held 10,593 shares of IBM worth $2.98M as of Q2 2026.
  • Excelsior Advisor Network bought 5,566 IBM shares in Q2 2026, an estimated $1.4M.
  • IBM made up 0.39% of Excelsior Advisor Network's portfolio in Q2 2026, its #62 holding.
  • Excelsior Advisor Network first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 3,622 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.