HCR Wealth Advisors’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 | $532K | Sell |
1,891
-5
| -0.3% | -$1.26K | 0.05% | 154 |
|
|
2026
Q1 | $460K | Buy |
1,896
+17
| +0.9% | +$4.6K | 0.05% | 158 |
|
|
2025
Q4 | $557K | Buy |
1,879
+126
| +7% | +$37.7K | 0.06% | 142 |
|
|
2025
Q3 | $503K | Hold |
1,753
| – | – | 0.05% | 144 |
|
|
2025
Q2 | $517K | Sell |
1,753
-300
| -15% | -$77.3K | 0.06% | 134 |
|
|
2025
Q1 | $510K | Buy |
2,053
+300
| +17% | +$73.4K | 0.07% | 137 |
|
|
2024
Q4 | $385K | Sell |
1,753
-1
| -0.1% | -$223 | 0.05% | 165 |
|
|
2024
Q3 | $388K | Hold |
1,754
| – | – | 0.05% | 160 |
|
|
2024
Q2 | $303K | Hold |
1,754
| – | – | 0.04% | 174 |
|
|
2024
Q1 | $335K | Hold |
1,754
| – | – | 0.05% | 160 |
|
|
2023
Q4 | $287K | Buy |
1,754
+216
| +14% | +$32.6K | 0.05% | 160 |
|
|
2023
Q3 | $216K | Hold |
1,538
| – | – | 0.05% | 158 |
|
|
2023
Q2 | $206K | Buy |
+1,538
| New | +$198K | 0.04% | 164 |
|
|
2023
Q1 | – | Sell |
-1,538
| Closed | -$217K | – | 178 |
|
|
2022
Q4 | $217K | Buy |
+1,538
| New | +$212K | 0.05% | 159 |
|
|
2022
Q3 | – | Sell |
-1,538
| Closed | -$217K | – | 173 |
|
|
2022
Q2 | $217K | Buy |
+1,538
| New | +$208K | 0.04% | 159 |
|
|
2022
Q1 | – | Sell |
-1,549
| Closed | -$207K | – | 197 |
|
|
2021
Q4 | $207K | Sell |
1,549
-60
| -4% | -$7.53K | 0.03% | 191 |
|
|
2021
Q3 | $214K | Hold |
1,609
| – | – | 0.04% | 186 |
|
|
2021
Q2 | $225K | Hold |
1,609
| – | – | 0.04% | 177 |
|
|
2021
Q1 | $205K | Sell |
1,609
-3,597
| -69% | -$430K | 0.04% | 173 |
|
|
2020
Q4 | $626K | Buy |
5,206
+31
| +0.6% | +$3.58K | 0.13% | 106 |
|
|
2020
Q3 | $602K | Hold |
5,175
| – | – | 0.14% | 94 |
|
|
2020
Q2 | $586K | Sell |
5,175
-3
| -0.1% | -$348 | 0.14% | 88 |
|
|
2020
Q1 | $549K | Sell |
5,178
-423
| -8% | -$53.5K | 0.16% | 87 |
|
|
2019
Q4 | $718K | Buy |
5,601
+3,127
| +126% | +$406K | 0.17% | 84 |
|
|
2019
Q3 | $344K | Sell |
2,474
-3,271
| -57% | -$441K | 0.11% | 114 |
|
|
2019
Q2 | $757K | Sell |
5,745
-20,193
| -78% | -$2.65M | 0.22% | 82 |
|
|
2019
Q1 | $3.23M | Buy |
25,938
+22,364
| +626% | +$2.85M | 0.93% | 21 |
|
|
2018
Q4 | $377K | Buy |
3,574
+354
| +11% | +$42.5K | 0.12% | 116 |
|
|
2018
Q3 | $406K | Sell |
3,220
-78
| -2% | -$10.9K | 0.13% | 112 |
|
|
2018
Q2 | $441K | Buy |
3,298
+523
| +19% | +$72.9K | 0.14% | 115 |
|
|
2018
Q1 | $407K | Buy |
2,775
+3
| +0.1% | +$454 | 0.14% | 119 |
|
|
2017
Q4 | $407K | Sell |
2,772
-27
| -1% | -$3.93K | 0.14% | 117 |
|
|
2017
Q3 | $388K | Buy |
2,799
+606
| +28% | +$84.4K | 0.16% | 111 |
|
|
2017
Q2 | $307K | Sell |
2,193
-11
| -0.5% | -$1.66K | 0.15% | 107 |
|
|
2017
Q1 | $367K | Buy |
2,204
+6
| +0.3% | +$1.01K | 0.19% | 102 |
|
|
2016
Q4 | $349K | Buy |
+2,198
| New | +$335K | 0.18% | 98 |
|
Other funds holding IBM
ECSS
HCR Wealth Advisors's IBM Position: Q2 2026 in Review
HCR Wealth Advisors reduced its IBM (IBM) stake by 0.26% in Q2 2026, selling an estimated $1.26K and leaving 1,891 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #154.
HCR Wealth Advisors first reported a position in IBM in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.23M in Q1 2019. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- HCR Wealth Advisors held 1,891 shares of IBM worth $532K as of Q2 2026.
- HCR Wealth Advisors sold 5 IBM shares in Q2 2026, an estimated $1.26K.
- IBM made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #154 holding.
- HCR Wealth Advisors first reported a position in IBM in Q4 2016 and has held it in 36 quarters since.
- HCR Wealth Advisors's IBM position peaked at $3.23M in Q1 2019.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.