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Heartwood Wealth Advisors’s IBM IBM Stock Holding History

Heartwood Wealth 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 		$266K Hold
947
– – 0.02% 204
2026
Q1 		$230K Sell
947
-223
-19% -$60.3K 0.02% 209
2025
Q4 		$347K Sell
1,170
-4,339
-79% -$1.3M 0.03% 147
2025
Q3 		$1.55M Buy
5,509
+250
+5% +$65.4K 0.15% 62
2025
Q2 		$1.55M Buy
5,259
+209
+4% +$53.8K 0.16% 57
2025
Q1 		$1.26M Sell
5,050
-863
-15% -$211K 0.14% 61
2024
Q4 		$1.3M Buy
5,913
+5
+0.1% +$1.11K 0.15% 50
2024
Q3 		$1.31M Buy
5,908
+117
+2% +$22.9K 0.14% 52
2024
Q2 		$1M Buy
5,791
+48
+0.8% +$8.34K 0.12% 62
2024
Q1 		$1.1M Sell
5,743
-244
-4% -$44.5K 0.14% 49
2023
Q4 		$979K Buy
5,987
+207
+4% +$31.3K 0.13% 48
2023
Q3 		$811K Sell
5,780
-659
-10% -$93.8K 0.12% 56
2023
Q2 		$862K Buy
6,439
+551
+9% +$71.1K 0.12% 59
2023
Q1 		$772K Buy
5,888
+993
+20% +$133K 0.12% 61
2022
Q4 		$690K Sell
4,895
-175
-3% -$24.1K 0.11% 64
2022
Q3 		$602K Buy
5,070
+754
+17% +$99K 0.1% 56
2022
Q2 		$609K Buy
4,316
+180
+4% +$24.3K 0.1% 59
2022
Q1 		$538K Buy
4,136
+1,203
+41% +$157K 0.08% 70
2021
Q4 		$392K Buy
2,933
+176
+6% +$22.1K 0.06% 74
2021
Q3 		$366K Buy
2,757
+86
+3% +$11.5K 0.06% 71
2021
Q2 		$374K Buy
+2,671
New +$365K 0.06% 71

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Heartwood Wealth Advisors's IBM Position: Q2 2026 in Review

Heartwood Wealth Advisors held its IBM (IBM) position steady in Q2 2026 at 947 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #204.

Heartwood Wealth Advisors first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.55M in Q3 2025. 2,073 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Heartwood Wealth Advisors held 947 shares of IBM worth $266K as of Q2 2026.
  • Heartwood Wealth Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • Heartwood Wealth Advisors first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
  • Heartwood Wealth Advisors's IBM position peaked at $1.55M in Q3 2025.
  • 2,073 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.