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High Net Worth Advisory Group’s IBM IBM Stock Holding History

High Net Worth Advisory Group’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 		$1.05M Sell
3,734
-1,247
-25% -$314K 0.22% 104
2026
Q1 		$1.21M Sell
4,981
-766
-13% -$207K 0.28% 80
2025
Q4 		$1.7M Hold
5,747
– – 0.39% 60
2025
Q3 		$1.62M Buy
5,747
+523
+10% +$137K 0.39% 56
2025
Q2 		$1.54M Sell
5,224
-67
-1% -$17.3K 0.41% 57
2025
Q1 		$1.32M Buy
5,291
+985
+23% +$241K 0.37% 66
2024
Q4 		$947K Sell
4,306
-88
-2% -$19.6K 0.26% 87
2024
Q3 		$971K Sell
4,394
-125
-3% -$24.5K 0.27% 86
2024
Q2 		$782K Sell
4,519
-2,120
-32% -$368K 0.24% 90
2024
Q1 		$1.27M Buy
6,639
+88
+1% +$16.1K 0.4% 60
2023
Q4 		$1.07M Buy
6,551
+410
+7% +$62K 0.4% 62
2023
Q3 		$862K Buy
6,141
+250
+4% +$35.6K 0.35% 73
2023
Q2 		$788K Buy
5,891
+1,859
+46% +$240K 0.31% 79
2023
Q1 		$529K Hold
4,032
– – 0.22% 102
2022
Q4 		$568K Sell
4,032
-33
-0.8% -$4.55K 0.22% 99
2022
Q3 		$483K Sell
4,065
-400
-9% -$52.5K 0.21% 100
2022
Q2 		$630K Buy
4,465
+426
+11% +$57.5K 0.26% 90
2022
Q1 		$525K Sell
4,039
-278
-6% -$36.3K 0.19% 104
2021
Q4 		$577K Buy
+4,317
New +$541K 0.2% 99

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

High Net Worth Advisory Group's IBM Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its IBM (IBM) stake by 25% in Q2 2026, selling an estimated $314K and leaving 3,734 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #104.

High Net Worth Advisory Group first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • High Net Worth Advisory Group held 3,734 shares of IBM worth $1.05M as of Q2 2026.
  • High Net Worth Advisory Group sold 1,247 IBM shares in Q2 2026, an estimated $314K.
  • IBM made up 0.22% of High Net Worth Advisory Group's portfolio in Q2 2026, its #104 holding.
  • High Net Worth Advisory Group first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's IBM position peaked at $1.7M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.