Great Valley Advisor Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.34M | Sell |
15,425
-676
| -4% | -$170K | 0.07% | 249 |
|
|
2026
Q1 | $3.9M | Buy |
16,101
+703
| +5% | +$190K | 0.07% | 243 |
|
|
2025
Q4 | $4.56M | Buy |
15,398
+214
| +1% | +$64.1K | 0.09% | 204 |
|
|
2025
Q3 | $4.28M | Buy |
15,184
+787
| +5% | +$206K | 0.09% | 206 |
|
|
2025
Q2 | $4.24M | Sell |
14,397
-218
| -1% | -$56.2K | 0.09% | 196 |
|
|
2025
Q1 | $3.63M | Sell |
14,615
-46
| -0.3% | -$11.3K | 0.08% | 226 |
|
|
2024
Q4 | $3.22M | Buy |
14,661
+12
| +0.1% | +$2.67K | 0.07% | 248 |
|
|
2024
Q3 | $3.24M | Buy |
14,649
+180
| +1% | +$35.3K | 0.08% | 247 |
|
|
2024
Q2 | $2.5M | Buy |
14,469
+89
| +0.6% | +$15.5K | 0.07% | 258 |
|
|
2024
Q1 | $2.75M | Buy |
14,380
+825
| +6% | +$151K | 0.08% | 228 |
|
|
2023
Q4 | $2.22M | Sell |
13,555
-140
| -1% | -$21.2K | 0.08% | 223 |
|
|
2023
Q3 | $1.92M | Buy |
13,695
+760
| +6% | +$108K | 0.08% | 225 |
|
|
2023
Q2 | $1.73M | Buy |
12,935
+537
| +4% | +$69.3K | 0.07% | 232 |
|
|
2023
Q1 | $1.63M | Sell |
12,398
-2,213
| -15% | -$296K | 0.08% | 235 |
|
|
2022
Q4 | $2.06M | Buy |
14,611
+1,408
| +11% | +$194K | 0.11% | 211 |
|
|
2022
Q3 | $1.57M | Buy |
13,203
+1,168
| +10% | +$153K | 0.09% | 226 |
|
|
2022
Q2 | $1.7M | Buy |
12,035
+1,338
| +13% | +$181K | 0.09% | 215 |
|
|
2022
Q1 | $1.39M | Buy |
10,697
+482
| +5% | +$62.9K | 0.08% | 240 |
|
|
2021
Q4 | $1.37M | Buy |
10,215
+2,321
| +29% | +$291K | 0.08% | 229 |
|
|
2021
Q3 | $1.05M | Sell |
7,894
-264
| -3% | -$35.3K | 0.07% | 242 |
|
|
2021
Q2 | $1.14M | Sell |
8,158
-556
| -6% | -$76K | 0.08% | 224 |
|
|
2021
Q1 | $1.11M | Buy |
8,714
+316
| +4% | +$37.8K | 0.11% | 189 |
|
|
2020
Q4 | $1.01M | Buy |
8,398
+3,169
| +61% | +$366K | 0.1% | 182 |
|
|
2020
Q3 | $608K | Buy |
5,229
+725
| +16% | +$85.4K | 0.07% | 217 |
|
|
2020
Q2 | $520K | Buy |
4,504
+203
| +5% | +$23.6K | 0.09% | 230 |
|
|
2020
Q1 | $456K | Sell |
4,301
-571
| -12% | -$72.2K | 0.12% | 184 |
|
|
2019
Q4 | $625K | Sell |
4,872
-107
| -2% | -$13.9K | 0.14% | 183 |
|
|
2019
Q3 | $693K | Buy |
4,979
+243
| +5% | +$32.8K | 0.17% | 164 |
|
|
2019
Q2 | $625K | Buy |
4,736
+1,228
| +35% | +$161K | 0.16% | 168 |
|
|
2019
Q1 | $473K | Buy |
3,508
+1
| +0% | +$127 | 0.15% | 162 |
|
|
2018
Q4 | $381K | Buy |
+3,507
| New | +$421K | 0.14% | 134 |
|
Other funds holding IBM
Great Valley Advisor Group's IBM Position: Q2 2026 in Review
Great Valley Advisor Group reduced its IBM (IBM) stake by 4.2% in Q2 2026, selling an estimated $170K and leaving 15,425 shares worth $4.34M. The position accounts for 0.07% of the portfolio, ranked #249.
Great Valley Advisor Group first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.56M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Great Valley Advisor Group held 15,425 shares of IBM worth $4.34M as of Q2 2026.
- Great Valley Advisor Group sold 676 IBM shares in Q2 2026, an estimated $170K.
- IBM made up 0.07% of Great Valley Advisor Group's portfolio in Q2 2026, its #249 holding.
- Great Valley Advisor Group first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
- Great Valley Advisor Group's IBM position peaked at $4.56M in Q4 2025.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.