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FORM Wealth Advisors’s IBM IBM Stock Holding History

FORM 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 		$839K Hold
2,982
– – 0.09% 25
2026
Q1 		$723K Hold
2,982
– – 0.08% 30
2025
Q4 		$883K Buy
+2,982
New +$893K 0.1% 29
2025
Q2 		$922K Hold
3,126
– – 0.11% 27
2025
Q1 		$777K Buy
+3,126
New +$765K 0.11% 28

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FORM Wealth Advisors's IBM Position: Q2 2026 in Review

FORM Wealth Advisors held its IBM (IBM) position steady in Q2 2026 at 2,982 shares worth $839K. The position accounts for 0.09% of the portfolio, ranked #25.

FORM Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $922K in Q2 2025. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • FORM Wealth Advisors held 2,982 shares of IBM worth $839K as of Q2 2026.
  • FORM Wealth Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.09% of FORM Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • FORM Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's IBM position peaked at $922K in Q2 2025.
  • 984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.