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Fortitude Advisory Group’s IBM IBM Stock Holding History

Fortitude Advisory Group’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 		$1.23M Buy
4,371
+400
+10% +$101K 0.47% 44
2026
Q1 		$962K Buy
3,971
+52
+1% +$14.1K 0.43% 47
2025
Q4 		$1.16M Buy
3,919
+79
+2% +$23.7K 0.49% 34
2025
Q3 		$1.08M Sell
3,840
-283
-7% -$74.1K 0.58% 30
2025
Q2 		$1.22M Buy
4,123
+528
+15% +$136K 0.69% 26
2025
Q1 		$858K Sell
3,595
-6
-0.2% -$1.47K 0.62% 30
2024
Q4 		$792K Buy
3,601
+8
+0.2% +$1.78K 0.48% 41
2024
Q3 		$794K Hold
3,593
– – 0.5% 36
2024
Q2 		$621K Sell
3,593
-915
-20% -$159K 0.37% 50
2024
Q1 		$861K Buy
4,508
+100
+2% +$18.2K 0.49% 39
2023
Q4 		$721K Buy
4,408
+7
+0.2% +$1.06K 0.44% 42
2023
Q3 		$617K Buy
4,401
+442
+11% +$62.9K 0.42% 51
2023
Q2 		$530K Buy
3,959
+227
+6% +$29.3K 0.39% 56
2023
Q1 		$489K Buy
3,732
+22
+0.6% +$2.94K 0.38% 64
2022
Q4 		$523K Hold
3,710
– – 0.44% 60
2022
Q3 		$441K Sell
3,710
-1
-0% -$131 0.42% 61
2022
Q2 		$524K Sell
3,711
-122
-3% -$16.5K 0.48% 52
2022
Q1 		$498K Buy
3,833
+270
+8% +$35.2K 0.27% 67
2021
Q4 		$476K Buy
+3,563
New +$447K 0.24% 70

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fortitude Advisory Group's IBM Position: Q2 2026 in Review

Fortitude Advisory Group increased its IBM (IBM) stake by 10% in Q2 2026, buying an estimated $101K and bringing the position to 4,371 shares worth $1.23M. The position accounts for 0.47% of the portfolio, ranked #44.

Fortitude Advisory Group first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 1,549 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fortitude Advisory Group held 4,371 shares of IBM worth $1.23M as of Q2 2026.
  • Fortitude Advisory Group bought 400 IBM shares in Q2 2026, an estimated $101K.
  • IBM made up 0.47% of Fortitude Advisory Group's portfolio in Q2 2026, its #44 holding.
  • Fortitude Advisory Group first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 1,549 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.