HighPoint Advisor Group’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 | $3.07M | Buy |
10,912
+1,470
| +16% | +$370K | 0.11% | 168 |
|
|
2026
Q1 | $2.29M | Sell |
9,442
-55,215
| -85% | -$14.9M | 0.1% | 182 |
|
|
2025
Q4 | $19.2M | Buy |
64,657
+9,208
| +17% | +$2.76M | 0.42% | 46 |
|
|
2025
Q3 | $15.6M | Buy |
55,449
+1,705
| +3% | +$446K | 0.75% | 23 |
|
|
2025
Q2 | $15.8M | Buy |
53,744
+1,339
| +3% | +$345K | 0.84% | 20 |
|
|
2025
Q1 | $12.5M | Buy |
52,405
+958
| +2% | +$234K | 0.73% | 27 |
|
|
2024
Q4 | $13.1M | Buy |
51,447
+433
| +0.8% | +$96.4K | 0.71% | 27 |
|
|
2024
Q3 | $11.3M | Buy |
51,014
+1,452
| +3% | +$285K | 0.66% | 28 |
|
|
2024
Q2 | $9.47M | Buy |
49,562
+3,252
| +7% | +$565K | 0.57% | 30 |
|
|
2024
Q1 | $7.76M | Buy |
46,310
+575
| +1% | +$105K | 0.55% | 32 |
|
|
2023
Q4 | $8.63M | Buy |
+45,735
| New | +$6.91M | 0.62% | 29 |
|
|
2022
Q2 | $5.68M | Buy |
+41,175
| New | +$5.56M | 0.62% | 31 |
|
|
2021
Q3 | $6.17M | Buy |
46,458
+530
| +1% | +$70.8K | 0.6% | 29 |
|
|
2021
Q2 | $6.44M | Buy |
45,928
+3,496
| +8% | +$478K | 0.65% | 28 |
|
|
2021
Q1 | $5.5M | Buy |
42,432
+5,339
| +14% | +$639K | 0.64% | 27 |
|
|
2020
Q4 | $4.33M | Buy |
37,093
+6,651
| +22% | +$769K | 0.53% | 36 |
|
|
2020
Q3 | $3.34M | Buy |
30,442
+2,655
| +10% | +$313K | 0.6% | 31 |
|
|
2020
Q2 | $3.15M | Sell |
27,787
-520
| -2% | -$60.4K | 0.67% | 32 |
|
|
2020
Q1 | $3.38M | Buy |
28,307
+2,897
| +11% | +$366K | 0.8% | 27 |
|
|
2019
Q4 | $3.38M | Buy |
25,410
+1,001
| +4% | +$130K | 0.7% | 33 |
|
|
2019
Q3 | $3.21M | Buy |
24,409
+1,625
| +7% | +$219K | 0.71% | 32 |
|
|
2019
Q2 | $3.26M | Sell |
22,784
-864
| -4% | -$114K | 0.76% | 29 |
|
|
2019
Q1 | $3.11M | Buy |
23,648
+1,320
| +6% | +$168K | 0.76% | 32 |
|
|
2018
Q4 | $2.96M | Buy |
22,328
+212
| +1% | +$25.4K | 0.78% | 30 |
|
|
2018
Q3 | $2.75M | Buy |
22,116
+338
| +2% | +$47.2K | 0.75% | 30 |
|
|
2018
Q2 | $3.03M | Sell |
21,778
-3,493
| -14% | -$487K | 0.82% | 25 |
|
|
2018
Q1 | $3.53M | Buy |
25,271
+337
| +1% | +$51K | 0.97% | 18 |
|
|
2017
Q4 | $3.59M | Buy |
24,934
+1,931
| +8% | +$281K | 1.03% | 18 |
|
|
2017
Q3 | $3.37M | Buy |
23,003
+3,449
| +18% | +$480K | 1.05% | 18 |
|
|
2017
Q2 | $2.71M | Hold |
19,554
| – | – | 0.87% | 22 |
|
|
2017
Q1 | $2.71M | Sell |
19,554
-2,569
| -12% | -$431K | 0.87% | 22 |
|
|
2016
Q4 | $3.85M | Buy |
22,123
+2,311
| +12% | +$352K | 1.24% | 15 |
|
|
2016
Q3 | $2.03M | Buy |
19,812
+707
| +4% | +$107K | 0.71% | 27 |
|
|
2016
Q2 | $2.96M | Buy |
19,105
+11,284
| +144% | +$1.62M | 1.04% | 18 |
|
|
2016
Q1 | $1.11M | Sell |
7,821
-96
| -1% | -$12.3K | 0.68% | 35 |
|
|
2015
Q4 | $927K | Buy |
7,917
+6,254
| +376% | +$840K | 0.61% | 45 |
|
|
2015
Q3 | $230K | Buy |
+1,663
| New | +$246K | 0.26% | 119 |
|
Other funds holding IBM
HighPoint Advisor Group's IBM Position: Q2 2026 in Review
HighPoint Advisor Group increased its IBM (IBM) stake by 16% in Q2 2026, buying an estimated $370K and bringing the position to 10,912 shares worth $3.07M. The position accounts for 0.11% of the portfolio, ranked #168.
HighPoint Advisor Group first reported a position in IBM in Q3 2015 and has held it in 37 quarters since. The position peaked at $19.2M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- HighPoint Advisor Group held 10,912 shares of IBM worth $3.07M as of Q2 2026.
- HighPoint Advisor Group bought 1,470 IBM shares in Q2 2026, an estimated $370K.
- IBM made up 0.11% of HighPoint Advisor Group's portfolio in Q2 2026, its #168 holding.
- HighPoint Advisor Group first reported a position in IBM in Q3 2015 and has held it in 37 quarters since.
- HighPoint Advisor Group's IBM position peaked at $19.2M in Q4 2025.
- 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.