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Holland Advisory Services’s IBM IBM Stock Holding History

Holland Advisory Services’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 		$288K Sell
1,025
-151
-13% -$38K 0.32% 38
2026
Q1 		$285K Buy
1,176
+6
+0.5% +$1.62K 0.38% 35
2025
Q4 		$346K Sell
1,170
-77
-6% -$23.1K 0.47% 29
2025
Q3 		$352K Sell
1,247
-102
-8% -$26.7K 0.48% 29
2025
Q2 		$398K Sell
1,349
-96
-7% -$24.7K 0.58% 22
2025
Q1 		$359K Buy
1,445
+155
+12% +$37.9K 0.55% 26
2024
Q4 		$284K Buy
1,290
+37
+3% +$8.24K 0.37% 34
2024
Q3 		$277K Buy
1,253
+5
+0.4% +$980 0.36% 36
2024
Q2 		$216K Buy
1,248
+1
+0.1% +$174 0.27% 40
2024
Q1 		$238K Buy
1,247
+9
+0.7% +$1.64K 0.26% 38
2023
Q4 		$203K Sell
1,238
-976
-44% -$147K 0.23% 40
2023
Q3 		$311K Buy
+2,214
New +$315K 0.39% 24

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

Holland Advisory Services's IBM Position: Q2 2026 in Review

Holland Advisory Services reduced its IBM (IBM) stake by 13% in Q2 2026, selling an estimated $38K and leaving 1,025 shares worth $288K. The position accounts for 0.32% of the portfolio, ranked #38.

Holland Advisory Services first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $398K in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Holland Advisory Services held 1,025 shares of IBM worth $288K as of Q2 2026.
  • Holland Advisory Services sold 151 IBM shares in Q2 2026, an estimated $38K.
  • IBM made up 0.32% of Holland Advisory Services's portfolio in Q2 2026, its #38 holding.
  • Holland Advisory Services first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • Holland Advisory Services's IBM position peaked at $398K in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.