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Gradient Capital Advisors’s IBM IBM Stock Holding History

Gradient Capital 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 		$490K Sell
1,744
-274
-14% -$69K 0.11% 113
2026
Q1 		$489K Buy
2,018
+3
+0.1% +$812 0.13% 106
2025
Q4 		$597K Buy
2,015
+11
+0.5% +$3.29K 0.15% 96
2025
Q3 		$565K Buy
2,004
+56
+3% +$14.7K 0.15% 95
2025
Q2 		$574K Buy
1,948
+47
+2% +$12.1K 0.17% 94
2025
Q1 		$473K Buy
1,901
+4
+0.2% +$978 0.15% 98
2024
Q4 		$417K Buy
1,897
+70
+4% +$15.6K 0.13% 101
2024
Q3 		$404K Buy
1,827
+4
+0.2% +$784 0.13% 102
2024
Q2 		$315K Buy
1,823
+5
+0.3% +$869 0.11% 115
2024
Q1 		$347K Sell
1,818
-6
-0.3% -$1.09K 0.13% 114
2023
Q4 		$298K Buy
1,824
+41
+2% +$6.2K 0.11% 122
2023
Q3 		$250K Buy
1,783
+5
+0.3% +$711 0.1% 128
2023
Q2 		$238K Buy
1,778
+6
+0.3% +$774 0.1% 131
2023
Q1 		$232K Buy
1,772
+5
+0.3% +$669 0.1% 128
2022
Q4 		$249K Buy
1,767
+4
+0.2% +$552 0.11% 123
2022
Q3 		$210K Buy
1,763
+4
+0.2% +$525 0.1% 120
2022
Q2 		$248K Buy
1,759
+5
+0.3% +$675 0.12% 102
2022
Q1 		$228K Sell
1,754
-78
-4% -$10.2K 0.1% 111
2021
Q4 		$245K Sell
1,832
-461
-20% -$57.8K 0.1% 109
2021
Q3 		$305K Buy
2,293
+81
+4% +$10.8K 0.14% 94
2021
Q2 		$310K Buy
2,212
+4
+0.2% +$547 0.15% 95
2021
Q1 		$281K Sell
2,208
-164
-7% -$19.6K 0.15% 96
2020
Q4 		$285K Sell
2,372
-916
-28% -$106K 0.16% 88
2020
Q3 		$382K Sell
3,288
-119
-3% -$14K 0.24% 73
2020
Q2 		$393K Buy
3,407
+254
+8% +$29.5K 0.27% 72
2020
Q1 		$334K Buy
+3,153
New +$399K 0.27% 72

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Gradient Capital Advisors's IBM Position: Q2 2026 in Review

Gradient Capital Advisors reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $69K and leaving 1,744 shares worth $490K. The position accounts for 0.11% of the portfolio, ranked #113.

Gradient Capital Advisors first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. The position peaked at $597K in Q4 2025. 779 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Gradient Capital Advisors held 1,744 shares of IBM worth $490K as of Q2 2026.
  • Gradient Capital Advisors sold 274 IBM shares in Q2 2026, an estimated $69K.
  • IBM made up 0.11% of Gradient Capital Advisors's portfolio in Q2 2026, its #113 holding.
  • Gradient Capital Advisors first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • Gradient Capital Advisors's IBM position peaked at $597K in Q4 2025.
  • 779 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.