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Huntleigh Advisors’s IBM IBM Stock Holding History

Huntleigh 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 		$1.5M Buy
5,347
+806
+18% +$203K 0.21% 106
2026
Q1 		$1.1M Buy
4,541
+290
+7% +$78.5K 0.19% 115
2025
Q4 		$1.26M Buy
4,251
+1,433
+51% +$429K 0.21% 105
2025
Q3 		$796K Buy
2,818
+1,141
+68% +$299K 0.14% 133
2025
Q2 		$495K Buy
1,677
+113
+7% +$29.1K 0.1% 158
2025
Q1 		$389K Buy
1,564
+270
+21% +$66K 0.07% 168
2024
Q4 		$284K Buy
+1,294
New +$288K 0.06% 201

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 $3.38T AUM 44.17% 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

Huntleigh Advisors's IBM Position: Q2 2026 in Review

Huntleigh Advisors increased its IBM (IBM) stake by 18% in Q2 2026, buying an estimated $203K and bringing the position to 5,347 shares worth $1.5M. The position accounts for 0.21% of the portfolio, ranked #106.

Huntleigh Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Huntleigh Advisors held 5,347 shares of IBM worth $1.5M as of Q2 2026.
  • Huntleigh Advisors bought 806 IBM shares in Q2 2026, an estimated $203K.
  • IBM made up 0.21% of Huntleigh Advisors's portfolio in Q2 2026, its #106 holding.
  • Huntleigh Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.