HWA
IBM icon

HMV Wealth Advisors’s IBM IBM Stock Holding History

HMV 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 		$205K Buy
+730
New +$184K 0.08% 88
2025
Q3 		– Sell
-696
Closed -$205K – 84
2025
Q2 		$205K Buy
+696
New +$179K 0.13% 78

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

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

HMV Wealth Advisors opened a new position in IBM (IBM) in Q2 2026: 730 shares worth $205K. The stake represents 0.08% of the portfolio and ranks #88 among its holdings. This is a return to the name: HMV Wealth Advisors previously reported a position in IBM as recently as Q2 2025.

HMV Wealth Advisors first reported a position in IBM in Q2 2025 and has held it in 2 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • HMV Wealth Advisors held 730 shares of IBM worth $205K as of Q2 2026.
  • IBM was a new HMV Wealth Advisors position in Q2 2026.
  • IBM made up 0.08% of HMV Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • HMV Wealth Advisors first reported a position in IBM in Q2 2025 and has held it in 2 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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