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HBW Advisory Services’s IBM IBM Stock Holding History

HBW Advisory Services’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 		$853K Sell
3,033
-51
-2% -$12.8K 0.08% 219
2026
Q1 		$748K Sell
3,084
-81
-3% -$21.9K 0.08% 224
2025
Q4 		$937K Buy
3,165
+115
+4% +$34.4K 0.1% 189
2025
Q3 		$861K Buy
3,050
+10
+0.3% +$2.62K 0.1% 187
2025
Q2 		$896K Sell
3,040
-440
-13% -$113K 0.11% 176
2025
Q1 		$865K Sell
3,480
-308
-8% -$75.3K 0.12% 158
2024
Q4 		$833K Sell
3,788
-37
-1% -$8.24K 0.09% 154
2024
Q3 		$846K Sell
3,825
-397
-9% -$77.8K 0.12% 151
2024
Q2 		$730K Sell
4,222
-509
-11% -$88.4K 0.12% 163
2024
Q1 		$774K Hold
4,731
– – 0.14% 143
2023
Q4 		$774K Sell
4,731
-1,087
-19% -$164K 0.14% 143
2023
Q3 		$816K Sell
5,818
-4,913
-46% -$699K 0.17% 137
2023
Q2 		$1.44M Buy
10,731
+1,549
+17% +$200K 0.31% 80
2023
Q1 		$1.2M Buy
9,182
+1,491
+19% +$199K 0.3% 87
2022
Q4 		$1.08M Sell
7,691
-222
-3% -$30.6K 0.29% 95
2022
Q3 		$940K Buy
7,913
+320
+4% +$42K 0.26% 109
2022
Q2 		$1.07M Buy
7,593
+4,991
+192% +$674K 0.28% 99
2022
Q1 		$338K Buy
2,602
+134
+5% +$17.5K 0.12% 162
2021
Q4 		$330K Sell
2,468
-481
-16% -$60.3K 0.08% 198
2021
Q3 		$391K Buy
2,949
+558
+23% +$74.6K 0.1% 182
2021
Q2 		$335K Buy
+2,391
New +$327K 0.09% 180

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

HBW Advisory Services's IBM Position: Q2 2026 in Review

HBW Advisory Services reduced its IBM (IBM) stake by 1.7% in Q2 2026, selling an estimated $12.8K and leaving 3,033 shares worth $853K. The position accounts for 0.08% of the portfolio, ranked #219.

HBW Advisory Services first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.44M in Q2 2023. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • HBW Advisory Services held 3,033 shares of IBM worth $853K as of Q2 2026.
  • HBW Advisory Services sold 51 IBM shares in Q2 2026, an estimated $12.8K.
  • IBM made up 0.08% of HBW Advisory Services's portfolio in Q2 2026, its #219 holding.
  • HBW Advisory Services first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
  • HBW Advisory Services's IBM position peaked at $1.44M in Q2 2023.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.