Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$871K Sell
3,595
-76
-2% -$20.6K 0.12% 82
2025
Q4
$1.09M Sell
3,671
-39
-1% -$11.7K 0.15% 78
2025
Q3
$1.05M Hold
3,710
0.15% 75
2025
Q2
$1.09M Buy
3,710
+578
+18% +$149K 0.17% 71
2025
Q1
$779K Sell
3,132
-314
-9% -$76.8K 0.13% 80
2024
Q4
$757K Buy
+3,446
New +$767K 0.13% 78
2023
Q4
$532K Hold
3,255
0.11% 86
2023
Q3
$457K Buy
+3,255
New +$463K 0.1% 85
2022
Q4
$430K Sell
3,050
-85
-3% -$11.7K 0.11% 72
2022
Q3
$372K Sell
3,135
-160
-5% -$21K 0.11% 72
2022
Q2
$465K Sell
3,295
-100
-3% -$13.5K 0.13% 67
2022
Q1
$441K Sell
3,395
-1,326
-28% -$173K 0.11% 74
2021
Q4
$631K Sell
4,721
-162
-3% -$20.3K 0.14% 68
2021
Q3
$555K Buy
4,883
+356
+8% +$47.6K 0.13% 79
2021
Q2
$634K Buy
4,527
+408
+10% +$55.8K 0.19% 63
2021
Q1
$525K Buy
4,119
+87
+2% +$10.4K 0.17% 68
2020
Q4
$485K Sell
4,032
-159
-4% -$18.4K 0.17% 67
2020
Q3
$488K Buy
4,191
+17
+0.4% +$2K 0.19% 63
2020
Q2
$482K Buy
4,174
+91
+2% +$10.6K 0.2% 64
2020
Q1
$433K Sell
4,083
-5,271
-56% -$667K 0.21% 65
2019
Q4
$1.2M Buy
9,354
+2,373
+34% +$308K 0.55% 39
2019
Q3
$971K Buy
6,981
+1,742
+33% +$235K 0.5% 42
2019
Q2
$697K Buy
5,239
+969
+23% +$127K 0.37% 51
2019
Q1
$518K Sell
4,270
-338
-7% -$43.1K 0.3% 60
2018
Q4
$501K Buy
+4,608
New +$553K 0.31% 63
2018
Q2
$1.33M Buy
+9,936
New +$1.39M 0.8% 19
2017
Q4
$1.32M Sell
9,031
-371
-4% -$53.9K 0.89% 20
2017
Q3
$1.3M Buy
9,402
+412
+5% +$57.4K 1.03% 21
2017
Q2
$1.32M Buy
8,990
+956
+12% +$144K 1.1% 20
2017
Q1
$1.16M Buy
8,034
+6
+0.1% +$1.01K 1% 20
2016
Q4
$1.36M Buy
+8,028
New +$1.22M 1.16% 18

Other funds holding IBM

Financial Advisors Network's IBM Position: Q1 2026 in Review

Financial Advisors Network reduced its IBM (IBM) stake by 2.1% in Q1 2026, selling an estimated $20.6K and leaving 3,595 shares worth $871K. The position accounts for 0.12% of the portfolio, ranked #82.

Financial Advisors Network first reported a position in IBM in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.36M in Q4 2016. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Financial Advisors Network held 3,595 shares of IBM worth $871K as of Q1 2026.
  • Financial Advisors Network sold 76 IBM shares in Q1 2026, an estimated $20.6K.
  • IBM made up 0.12% of Financial Advisors Network's portfolio in Q1 2026, its #82 holding.
  • Financial Advisors Network first reported a position in IBM in Q4 2016 and has held it in 31 quarters since.
  • Financial Advisors Network's IBM position peaked at $1.36M in Q4 2016.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.