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Fortis Group Advisors’s IBM IBM Stock Holding History

Fortis Group 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 		$2.67M Sell
9,493
-361
-4% -$91K 0.43% 65
2026
Q1 		$2.33M Buy
9,854
+1,098
+13% +$297K 0.38% 67
2025
Q4 		$2.64M Buy
8,756
+68
+0.8% +$20.4K 0.44% 58
2025
Q3 		$2.57M Buy
8,688
+24
+0.3% +$6.28K 0.44% 60
2025
Q2 		$2.35M Sell
8,664
-35
-0.4% -$9.02K 0.43% 57
2025
Q1 		$2.16M Sell
8,699
-96
-1% -$23.5K 0.42% 68
2024
Q4 		$1.93M Buy
8,795
+30
+0.3% +$6.68K 0.36% 70
2024
Q3 		$1.94M Buy
8,765
+16
+0.2% +$3.14K 0.36% 63
2024
Q2 		$1.51M Buy
8,749
+20
+0.2% +$3.48K 0.3% 65
2024
Q1 		$1.67M Sell
8,729
-3,944
-31% -$720K 0.31% 70
2023
Q4 		$1.92M Buy
12,673
+4,024
+47% +$608K 0.48% 32
2023
Q3 		$1.17M Buy
8,649
+3,980
+85% +$566K 0.36% 37
2023
Q2 		$625K Buy
4,669
+44
+1% +$5.68K 0.17% 75
2023
Q1 		$585K Buy
+4,625
New +$619K 0.18% 63
2020
Q3 		$981K Buy
+8,443
New +$994K 0.19% 59

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Fortis Group Advisors's IBM Position: Q2 2026 in Review

Fortis Group Advisors reduced its IBM (IBM) stake by 3.7% in Q2 2026, selling an estimated $91K and leaving 9,493 shares worth $2.67M. The position accounts for 0.43% of the portfolio, ranked #65.

Fortis Group Advisors first reported a position in IBM in Q3 2020 and has held it in 15 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fortis Group Advisors held 9,493 shares of IBM worth $2.67M as of Q2 2026.
  • Fortis Group Advisors sold 361 IBM shares in Q2 2026, an estimated $91K.
  • IBM made up 0.43% of Fortis Group Advisors's portfolio in Q2 2026, its #65 holding.
  • Fortis Group Advisors first reported a position in IBM in Q3 2020 and has held it in 15 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.