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Horizon Advisory Services’s IBM IBM Stock Holding History

Horizon 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 		$424K Hold
1,508
– – 0.18% 19
2026
Q1 		$366K Hold
1,508
– – 0.19% 22
2025
Q4 		$447K Hold
1,508
– – 0.23% 15
2025
Q3 		$425K Hold
1,508
– – 0.22% 16
2025
Q2 		$445K Hold
1,508
– – 0.24% 14
2025
Q1 		$375K Hold
1,508
– – 0.21% 16
2024
Q4 		$332K Hold
1,508
– – 0.19% 22
2024
Q3 		$333K Buy
1,508
+224
+17% +$43.9K 0.15% 24
2024
Q2 		$222K Hold
1,284
– – 0.11% 40
2024
Q1 		$245K Buy
+1,284
New +$234K 0.11% 39

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

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

Horizon Advisory Services held its IBM (IBM) position steady in Q2 2026 at 1,508 shares worth $424K. The position accounts for 0.18% of the portfolio, ranked #19.

Horizon Advisory Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $447K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Horizon Advisory Services held 1,508 shares of IBM worth $424K as of Q2 2026.
  • Horizon Advisory Services left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.18% of Horizon Advisory Services's portfolio in Q2 2026, its #19 holding.
  • Horizon Advisory Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Horizon Advisory Services's IBM position peaked at $447K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.