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Foster Victor Wealth Advisors’s IBM IBM Stock Holding History

Foster Victor 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 		$14.9M Buy
68,695
+3,871
+6% +$975K 0.78% 58
2026
Q1 		$15.6M Buy
64,824
+9,065
+16% +$2.45M 0.89% 48
2025
Q4 		$17M Buy
55,759
+1,362
+3% +$408K 0.99% 39
2025
Q3 		$15.7M Buy
54,397
+52,587
+2,905% +$13.8M 0.98% 45
2025
Q2 		$525K Hold
1,810
– – 0.04% 139
2025
Q1 		$426K Sell
1,810
-261
-13% -$63.8K 0.03% 142
2024
Q4 		$466K Buy
2,071
+10
+0.5% +$2.23K 0.04% 133
2024
Q3 		$483K Buy
2,061
+100
+5% +$19.6K 0.04% 132
2024
Q2 		$364K Sell
1,961
-30
-2% -$5.21K 0.03% 142
2024
Q1 		$370K Sell
1,991
-19
-0.9% -$3.47K 0.03% 126
2023
Q4 		$324K Buy
2,010
+5
+0.2% +$756 0.03% 126
2023
Q3 		$285K Hold
2,005
– – 0.03% 124
2023
Q2 		$269K Hold
2,005
– – 0.03% 132
2023
Q1 		$264K Hold
2,005
– – 0.03% 135
2022
Q4 		$288K Buy
2,005
+5
+0.3% +$690 0.04% 126
2022
Q3 		$244K Sell
2,000
-29
-1% -$3.81K 0.04% 127
2022
Q2 		$280K Buy
2,029
+29
+1% +$3.91K 0.04% 117
2022
Q1 		$259K Hold
2,000
– – 0.04% 118
2021
Q4 		$267K Sell
2,000
-92
-4% -$11.5K 0.04% 124
2021
Q3 		$278K Sell
2,092
-99
-5% -$13.2K 0.04% 118
2021
Q2 		$307K Hold
2,191
– – 0.05% 118
2021
Q1 		$275K Hold
2,191
– – 0.05% 119
2020
Q4 		$264K Buy
+2,191
New +$253K 0.06% 120

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
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

Foster Victor Wealth Advisors's IBM Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its IBM (IBM) stake by 6% in Q2 2026, buying an estimated $975K and bringing the position to 68,695 shares worth $14.9M. The position accounts for 0.78% of the portfolio, ranked #58.

Foster Victor Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $17M in Q4 2025. 1,731 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Foster Victor Wealth Advisors held 68,695 shares of IBM worth $14.9M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 3,871 IBM shares in Q2 2026, an estimated $975K.
  • IBM made up 0.78% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Foster Victor Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Foster Victor Wealth Advisors's IBM position peaked at $17M in Q4 2025.
  • 1,731 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.