IA
IBM icon

IFP Advisors’s IBM IBM Stock Holding History

IFP 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 		$12.2M Buy
43,273
+10,130
+31% +$2.55M 0.22% 98
2026
Q1 		$8.03M Sell
33,143
-6,656
-17% -$1.8M 0.17% 134
2025
Q4 		$11.8M Buy
39,799
+8,854
+29% +$2.65M 0.26% 75
2025
Q3 		$8.73M Buy
30,945
+3,907
+14% +$1.02M 0.23% 91
2025
Q2 		$7.97M Sell
27,038
-2,640
-9% -$680K 0.23% 88
2025
Q1 		$7.38M Buy
29,678
+6,424
+28% +$1.57M 0.23% 92
2024
Q4 		$5.11M Buy
23,254
+1,670
+8% +$372K 0.17% 133
2024
Q3 		$4.77M Buy
21,584
+1,318
+7% +$258K 0.17% 132
2024
Q2 		$3.5M Buy
20,266
+6,128
+43% +$1.06M 0.14% 151
2024
Q1 		$2.7M Buy
14,138
+3,148
+29% +$574K 0.12% 186
2023
Q4 		$1.83M Sell
10,990
-1,887
-15% -$285K 0.09% 255
2023
Q3 		$1.81M Buy
12,877
+1,429
+12% +$203K 0.08% 260
2023
Q2 		$1.53M Sell
11,448
-7,511
-40% -$969K 0.06% 315
2023
Q1 		$3.49M Sell
18,959
-12,978
-41% -$1.74M 0.15% 132
2022
Q4 		$5.83M Sell
31,937
-2,281
-7% -$315K 0.16% 120
2022
Q3 		$6.23M Buy
34,218
+12,330
+56% +$1.62M 0.16% 125
2022
Q2 		$3.99M Hold
21,888
– – 0.13% 175
2022
Q1 		$3.99M Buy
21,888
+13,767
+170% +$1.8M 0.13% 175
2021
Q4 		$1.08M Sell
8,121
-350
-4% -$43.9K 0.02% 394
2021
Q3 		$1.13M Buy
8,471
+185
+2% +$24.7K 0.02% 372
2021
Q2 		$1.16M Buy
8,286
+2,072
+33% +$283K 0.02% 349
2021
Q1 		$787K Sell
6,214
-2,785
-31% -$333K 0.02% 400
2020
Q4 		$1.09M Buy
8,999
+1,474
+20% +$170K 0.04% 325
2020
Q3 		$870K Buy
7,525
+560
+8% +$65.9K 0.05% 318
2020
Q2 		$796K Hold
6,965
– – 0.06% 313
2020
Q1 		$753K Sell
6,965
-1,865
-21% -$236K 0.08% 263
2019
Q4 		$1.14M Sell
8,830
-3,942
-31% -$512K 0.09% 248
2019
Q3 		$1.75M Buy
+12,772
New +$1.72M 0.12% 196
2019
Q1 		$1.07M Sell
7,952
-8,407
-51% -$1.07M 0.15% 147
2018
Q4 		$1.77M Sell
16,359
-1,462
-8% -$175K 0.11% 213
2018
Q3 		$2.58M Sell
17,821
-886
-5% -$124K 0.11% 213
2018
Q2 		$2.5M Sell
18,707
-3,870
-17% -$540K 0.11% 213
2018
Q1 		$3.31M Hold
22,577
– – 0.15% 158
2017
Q4 		$3.31M Sell
22,577
-15,671
-41% -$2.28M 0.15% 158
2017
Q3 		$5.3M Sell
38,248
-1,507
-4% -$210K 0.21% 105
2017
Q2 		$5.85M Sell
39,755
-603
-1% -$90.9K 0.25% 85
2017
Q1 		$6.72M Sell
40,358
-101
-0.2% -$16.9K 0.29% 73
2016
Q4 		$6.42M Buy
40,459
+4,480
+12% +$682K 0.31% 66
2016
Q3 		$5.46M Sell
35,979
-970
-3% -$147K 0.28% 74
2016
Q2 		$5.36M Buy
36,949
+28,997
+365% +$4.15M 0.3% 73
2016
Q1 		$1.07M Sell
7,952
-30,834
-79% -$3.94M 0.15% 147
2015
Q4 		$5.1M Buy
+38,786
New +$5.21M 0.34% 66

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

IFP Advisors's IBM Position: Q2 2026 in Review

IFP Advisors increased its IBM (IBM) stake by 31% in Q2 2026, buying an estimated $2.55M and bringing the position to 43,273 shares worth $12.2M. The position accounts for 0.22% of the portfolio, ranked #98.

IFP Advisors first reported a position in IBM in Q4 2015 and has held it in 42 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • IFP Advisors held 43,273 shares of IBM worth $12.2M as of Q2 2026.
  • IFP Advisors bought 10,130 IBM shares in Q2 2026, an estimated $2.55M.
  • IBM made up 0.22% of IFP Advisors's portfolio in Q2 2026, its #98 holding.
  • IFP Advisors first reported a position in IBM in Q4 2015 and has held it in 42 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.