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Farther Finance Advisors’s IBM IBM Stock Holding History

Farther Finance 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 		$18.1M Buy
64,251
+10,855
+20% +$2.73M 0.14% 127
2026
Q1 		$13M Buy
53,396
+1,227
+2% +$332K 0.12% 145
2025
Q4 		$15.5M Buy
52,169
+20,318
+64% +$6.09M 0.17% 112
2025
Q3 		$8.99M Buy
31,851
+2,368
+8% +$620K 0.14% 129
2025
Q2 		$8.69M Buy
29,483
+2,591
+10% +$668K 0.17% 111
2025
Q1 		$6.73M Buy
26,892
+8,664
+48% +$2.12M 0.17% 119
2024
Q4 		$4.01M Buy
18,228
+1,668
+10% +$371K 0.14% 129
2024
Q3 		$3.66M Buy
16,560
+5,597
+51% +$1.1M 0.14% 131
2024
Q2 		$1.92M Buy
10,963
+1,668
+18% +$290K 0.09% 174
2024
Q1 		$1.76M Sell
9,295
-958
-9% -$175K 0.11% 165
2023
Q4 		$1.68M Buy
10,253
+7,082
+223% +$1.07M 0.12% 154
2023
Q3 		$445K Buy
3,171
+667
+27% +$94.9K 0.07% 218
2023
Q2 		$335K Buy
2,504
+197
+9% +$25.4K 0.07% 225
2023
Q1 		$302K Buy
2,307
+300
+15% +$40.1K 0.09% 202
2022
Q4 		$283K Buy
+2,007
New +$277K 0.11% 183

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Farther Finance Advisors's IBM Position: Q2 2026 in Review

Farther Finance Advisors increased its IBM (IBM) stake by 20% in Q2 2026, buying an estimated $2.73M and bringing the position to 64,251 shares worth $18.1M. The position accounts for 0.14% of the portfolio, ranked #127.

Farther Finance Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Farther Finance Advisors held 64,251 shares of IBM worth $18.1M as of Q2 2026.
  • Farther Finance Advisors bought 10,855 IBM shares in Q2 2026, an estimated $2.73M.
  • IBM made up 0.14% of Farther Finance Advisors's portfolio in Q2 2026, its #127 holding.
  • Farther Finance Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • 1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.