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HTG Investment Advisors’s IBM IBM Stock Holding History

HTG Investment 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 		$1.02M Buy
3,623
+1,843
+104% +$464K 0.26% 41
2026
Q1 		$431K Buy
1,780
+193
+12% +$52.2K 0.12% 58
2025
Q4 		$470K Hold
1,587
– – 0.14% 49
2025
Q3 		$448K Sell
1,587
-32
-2% -$8.38K 0.15% 48
2025
Q2 		$477K Sell
1,619
-12
-0.7% -$3.09K 0.18% 46
2025
Q1 		$406K Sell
1,631
-24
-1% -$5.87K 0.17% 46
2024
Q4 		$364K Sell
1,655
-46
-3% -$10.2K 0.17% 47
2024
Q3 		$376K Buy
1,701
+28
+2% +$5.49K 0.18% 48
2024
Q2 		$289K Sell
1,673
-147
-8% -$25.5K 0.16% 50
2024
Q1 		$348K Hold
1,820
– – 0.2% 46
2023
Q4 		$298K Sell
1,820
-780
-30% -$118K 0.19% 49
2023
Q3 		$365K Buy
+2,600
New +$370K 0.29% 41

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

HTG Investment Advisors's IBM Position: Q2 2026 in Review

HTG Investment Advisors increased its IBM (IBM) stake by 104% in Q2 2026, buying an estimated $464K and bringing the position to 3,623 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #41.

HTG Investment Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • HTG Investment Advisors held 3,623 shares of IBM worth $1.02M as of Q2 2026.
  • HTG Investment Advisors bought 1,843 IBM shares in Q2 2026, an estimated $464K.
  • IBM made up 0.26% of HTG Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • HTG Investment Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.