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Garton & Associates Financial Advisors’s IBM IBM Stock Holding History

Garton & Associates Financial 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 		– Sell
-4,430
Closed -$1.07M – 40
2026
Q1 		$1.07M Buy
4,430
+2,351
+113% +$636K 0.88% 37
2025
Q4 		$616K Buy
+2,079
New +$623K 0.34% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Garton & Associates Financial Advisors's IBM Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 4,430 shares — an estimated $1.07M sold.

Garton & Associates Financial Advisors first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $1.07M in Q1 2026. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 4,430 IBM shares in Q2 2026, an estimated $1.07M.
  • Garton & Associates Financial Advisors first reported a position in IBM in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's IBM position peaked at $1.07M in Q1 2026.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.