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Focus Partners Advisor Solutions’s IBM IBM Stock Holding History

Focus Partners Advisor Solutions’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 		$9.75M Sell
34,668
-700
-2% -$176K 0.08% 118
2026
Q1 		$8.57M Buy
35,368
+3,666
+12% +$992K 0.09% 109
2025
Q4 		$9.39M Buy
31,702
+188
+0.6% +$56.3K 0.12% 92
2025
Q3 		$9.17M Buy
31,514
+2,047
+7% +$536K 0.1% 104
2025
Q2 		$8.69M Buy
29,467
+149
+0.5% +$38.4K 0.12% 93
2025
Q1 		$7.29M Sell
29,318
-289
-1% -$70.7K 0.11% 98
2024
Q4 		$6.51M Buy
29,607
+9,768
+49% +$2.18M 0.11% 99
2024
Q3 		$4.39M Buy
19,839
+2,703
+16% +$530K 0.09% 110
2024
Q2 		$2.96M Buy
17,136
+2,168
+14% +$377K 0.08% 125
2024
Q1 		$2.86M Buy
14,968
+6,837
+84% +$1.25M 0.08% 126
2023
Q4 		$1.33M Sell
8,131
-2,911
-26% -$440K 0.06% 140
2023
Q3 		$1.55M Buy
11,042
+88
+0.8% +$12.5K 0.08% 127
2023
Q2 		$1.47M Sell
10,954
-1,579
-13% -$204K 0.08% 105
2023
Q1 		$1.64M Buy
12,533
+1,038
+9% +$139K 0.11% 91
2022
Q4 		$1.62M Sell
11,495
-2,749
-19% -$379K 0.13% 91
2022
Q3 		$1.69M Buy
14,244
+916
+7% +$120K 0.1% 103
2022
Q2 		$1.88M Buy
13,328
+4,406
+49% +$595K 0.16% 74
2022
Q1 		$1.16M Buy
+8,922
New +$1.16M 0.12% 104

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

Focus Partners Advisor Solutions's IBM Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its IBM (IBM) stake by 2% in Q2 2026, selling an estimated $176K and leaving 34,668 shares worth $9.75M. The position accounts for 0.08% of the portfolio, ranked #118.

Focus Partners Advisor Solutions first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Focus Partners Advisor Solutions held 34,668 shares of IBM worth $9.75M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 700 IBM shares in Q2 2026, an estimated $176K.
  • IBM made up 0.08% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #118 holding.
  • Focus Partners Advisor Solutions first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.