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Fund Advisors of America Inc’s IBM IBM Stock Holding History

Fund Advisors of America Inc’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 		$2.55M Sell
9,070
-259
-3% -$65.3K 2.31% 7
2026
Q1 		$2.26M Sell
9,329
-987
-10% -$267K 2.29% 5
2025
Q4 		$3.06M Buy
+10,316
New +$3.09M 2.8% 5

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fund Advisors of America Inc's IBM Position: Q2 2026 in Review

Fund Advisors of America Inc reduced its IBM (IBM) stake by 2.8% in Q2 2026, selling an estimated $65.3K and leaving 9,070 shares worth $2.55M. The position accounts for 2.31% of the portfolio, ranked #7.

Fund Advisors of America Inc first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.06M in Q4 2025. 3,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fund Advisors of America Inc held 9,070 shares of IBM worth $2.55M as of Q2 2026.
  • Fund Advisors of America Inc sold 259 IBM shares in Q2 2026, an estimated $65.3K.
  • IBM made up 2.31% of Fund Advisors of America Inc's portfolio in Q2 2026, its #7 holding.
  • Fund Advisors of America Inc first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Fund Advisors of America Inc's IBM position peaked at $3.06M in Q4 2025.
  • 3,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.