Financial Network Wealth Advisors’s IBM IBM Stock Holding History

Financial Network 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	$124K	Buy	442 +8	+2%	+$2.02K	0.13%	137
2026 Q1	$105K	Sell	434 -41	-9%	-$11.1K	0.11%	155
2025 Q4	$141K	Sell	475 -21	-4%	-$6.29K	0.15%	125
2025 Q3	$140K	Sell	496 -601	-55%	-$157K	0.15%	127
2025 Q2	$323K	Buy	1,097 +1	+0.1%	+$258	0.39%	49
2025 Q1	$272K	Buy	1,096 +896	+448%	+$219K	0.36%	60
2024 Q4	$44K	Sell	200 -1,512	-88%	-$337K	0.08%	201
2024 Q3	$379K	Sell	1,712 -27	-2%	-$5.29K	0.31%	68
2024 Q2	$301K	Buy	1,739 +57	+3%	+$9.9K	0.23%	91
2024 Q1	$321K	Buy	1,682 +57	+4%	+$10.4K	0.32%	81
2023 Q4	$266K	Buy	+1,625	New	+$246K	0.28%	91

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Network Wealth Advisors's IBM Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its IBM (IBM) stake by 1.8% in Q2 2026, buying an estimated $2.02K and bringing the position to 442 shares worth $124K. The position accounts for 0.13% of the portfolio, ranked #137.

Financial Network Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $379K in Q3 2024. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Financial Network Wealth Advisors held 442 shares of IBM worth $124K as of Q2 2026.
Financial Network Wealth Advisors bought 8 IBM shares in Q2 2026, an estimated $2.02K.
IBM made up 0.13% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Financial Network Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's IBM position peaked at $379K in Q3 2024.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.