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HHM Wealth Advisors’s IBM IBM Stock Holding History

HHM 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 		$261K Buy
928
+41
+5% +$10.3K 0.03% 184
2026
Q1 		$215K Sell
887
-360
-29% -$97.4K 0.02% 186
2025
Q4 		$369K Buy
1,247
+10
+0.8% +$3K 0.04% 139
2025
Q3 		$349K Sell
1,237
-64
-5% -$16.8K 0.04% 148
2025
Q2 		$384K Sell
1,301
-38
-3% -$9.79K 0.05% 134
2025
Q1 		$333K Sell
1,339
-102
-7% -$24.9K 0.04% 135
2024
Q4 		$317K Buy
1,441
+258
+22% +$57.5K 0.04% 141
2024
Q3 		$262K Sell
1,183
-50
-4% -$9.8K 0.04% 145
2024
Q2 		$213K Buy
1,233
+132
+12% +$22.9K 0.03% 164
2024
Q1 		$210K Buy
1,101
+15
+1% +$2.74K 0.03% 140
2023
Q4 		$178K Buy
1,086
+190
+21% +$28.7K 0.03% 151
2023
Q3 		$126K Hold
896
– – 0.02% 177
2023
Q2 		$120K Hold
896
– – 0.02% 190
2023
Q1 		$117K Buy
896
+375
+72% +$50.2K 0.02% 182
2022
Q4 		$73.4K Sell
521
-10
-2% -$1.38K 0.02% 204
2022
Q3 		$63K Sell
531
-700
-57% -$91.9K 0.02% 201
2022
Q2 		$174K Buy
1,231
+383
+45% +$51.7K 0.04% 137
2022
Q1 		$110K Buy
848
+10
+1% +$1.3K 0.03% 211
2021
Q4 		$112K Sell
838
-39
-4% -$4.89K 0.03% 205
2021
Q3 		$116K Hold
877
– – 0.03% 188
2021
Q2 		$123K Sell
877
-23
-3% -$3.15K 0.03% 185
2021
Q1 		$115K Buy
900
+311
+53% +$37.2K 0.04% 167
2020
Q4 		$71K Sell
589
-104
-15% -$12K 0.02% 214
2020
Q3 		$81K Hold
693
– – 0.03% 173
2020
Q2 		$80K Hold
693
– – 0.03% 173
2020
Q1 		$74K Buy
+693
New +$87.6K 0.04% 159

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

HHM Wealth Advisors increased its IBM (IBM) stake by 4.6% in Q2 2026, buying an estimated $10.3K and bringing the position to 928 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #184.

HHM Wealth Advisors first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. The position peaked at $384K in Q2 2025. 1,259 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • HHM Wealth Advisors held 928 shares of IBM worth $261K as of Q2 2026.
  • HHM Wealth Advisors bought 41 IBM shares in Q2 2026, an estimated $10.3K.
  • IBM made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • HHM Wealth Advisors first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's IBM position peaked at $384K in Q2 2025.
  • 1,259 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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