Financial Engines Advisors
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Financial Engines Advisors’s IBM IBM Stock Holding History

Financial Engines 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 		$2.93M Sell
10,410
-575
-5% -$145K 0.01% 200
2026
Q1 		$2.66M Sell
10,985
-489
-4% -$132K 0.01% 193
2025
Q4 		$3.4M Buy
11,474
+208
+2% +$62.3K 0.01% 180
2025
Q3 		$3.18M Buy
11,266
+1,092
+11% +$286K 0.01% 186
2025
Q2 		$3M Buy
10,174
+462
+5% +$119K 0.01% 177
2025
Q1 		$2.42M Sell
9,712
-689
-7% -$169K 0.01% 179
2024
Q4 		$2.29M Buy
10,401
+2,928
+39% +$652K ﹤0.01% 188
2024
Q3 		$1.65M Buy
7,473
+1,831
+32% +$359K ﹤0.01% 193
2024
Q2 		$976K Buy
5,642
+440
+8% +$76.5K ﹤0.01% 213
2024
Q1 		$993K Buy
5,202
+1,861
+56% +$340K ﹤0.01% 199
2023
Q4 		$546K Sell
3,341
-1,693
-34% -$256K ﹤0.01% 223
2023
Q3 		$706K Buy
5,034
+792
+19% +$113K ﹤0.01% 185
2023
Q2 		$568K Buy
4,242
+643
+18% +$83K ﹤0.01% 198
2023
Q1 		$472K Buy
3,599
+232
+7% +$31K ﹤0.01% 214
2022
Q4 		$474K Buy
3,367
+215
+7% +$29.7K ﹤0.01% 218
2022
Q3 		$374K Sell
3,152
-289
-8% -$37.9K ﹤0.01% 222
2022
Q2 		$485K Buy
+3,441
New +$464K ﹤0.01% 202
2022
Q1 		– Sell
-2,847
Closed -$381K – 321
2021
Q4 		$381K Sell
2,847
-799
-22% -$100K ﹤0.01% 184
2021
Q3 		$484K Sell
3,646
-1,855
-34% -$248K ﹤0.01% 170
2021
Q2 		$771K Sell
5,501
-941
-15% -$129K ﹤0.01% 118
2021
Q1 		$821K Buy
6,442
+2,558
+66% +$306K ﹤0.01% 130
2020
Q4 		$467K Sell
3,884
-2,982
-43% -$345K ﹤0.01% 168
2020
Q3 		$799K Buy
6,866
+3,246
+90% +$382K ﹤0.01% 122
2020
Q2 		$418K Buy
+3,620
New +$420K ﹤0.01% 144
2018
Q1 		– Sell
-527
Closed -$77K – 176
2017
Q4 		$77K Buy
+527
New +$76.6K ﹤0.01% 69
2017
Q2 		– Sell
-20
Closed -$3K – 101
2017
Q1 		$3K Buy
+20
New +$3.35K ﹤0.01% 80

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 $3.38T AUM 44.17% 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

Financial Engines Advisors's IBM Position: Q2 2026 in Review

Financial Engines Advisors reduced its IBM (IBM) stake by 5.2% in Q2 2026, selling an estimated $145K and leaving 10,410 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #200.

Financial Engines Advisors first reported a position in IBM in Q1 2017 and has held it in 26 quarters since. The position peaked at $3.4M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Financial Engines Advisors held 10,410 shares of IBM worth $2.93M as of Q2 2026.
  • Financial Engines Advisors sold 575 IBM shares in Q2 2026, an estimated $145K.
  • IBM made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #200 holding.
  • Financial Engines Advisors first reported a position in IBM in Q1 2017 and has held it in 26 quarters since.
  • Financial Engines Advisors's IBM position peaked at $3.4M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.