HWA
IBM icon

Hilltop Wealth Advisors’s IBM IBM Stock Holding History

Hilltop 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 		$2.86M Sell
10,175
-79
-0.8% -$19.9K 1.41% 18
2026
Q1 		$2.49M Sell
10,254
-26
-0.3% -$7.04K 1.49% 18
2025
Q4 		$3.04M Buy
10,280
+30
+0.3% +$8.98K 1.53% 20
2025
Q3 		$2.89M Sell
10,250
-406
-4% -$106K 1.51% 21
2025
Q2 		$3.14M Buy
10,656
+335
+3% +$86.3K 1.76% 15
2025
Q1 		$2.57M Buy
10,321
+19
+0.2% +$4.65K 1.45% 16
2024
Q4 		$2.26M Sell
10,302
-237
-2% -$52.8K 1.15% 17
2024
Q3 		$2.33M Sell
10,539
-83
-0.8% -$16.3K 1.09% 20
2024
Q2 		$1.84M Sell
10,622
-2,291
-18% -$398K 0.92% 20
2024
Q1 		$2.47M Buy
+12,913
New +$2.36M 1.26% 19

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

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

Hilltop Wealth Advisors reduced its IBM (IBM) stake by 0.77% in Q2 2026, selling an estimated $19.9K and leaving 10,175 shares worth $2.86M. The position accounts for 1.41% of the portfolio, ranked #18.

Hilltop Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.14M in Q2 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hilltop Wealth Advisors held 10,175 shares of IBM worth $2.86M as of Q2 2026.
  • Hilltop Wealth Advisors sold 79 IBM shares in Q2 2026, an estimated $19.9K.
  • IBM made up 1.41% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Hilltop Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Hilltop Wealth Advisors's IBM position peaked at $3.14M in Q2 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.