IMZ Advisory’s IBM IBM Stock Holding History

IMZ Advisory’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	$1.08M	Hold	3,837	–	–	0.34%	17
2026 Q1	$930K	Hold	3,837	–	–	0.35%	19
2025 Q4	$1.14M	Buy	3,837 +1	+0%	+$299	0.42%	18
2025 Q3	$1.08M	Sell	3,836 -377	-9%	-$98.7K	0.4%	18
2025 Q2	$1.2M	Hold	4,213	–	–	0.48%	18
2025 Q1	$1.05M	Buy	4,213 +1	+0%	+$245	0.48%	19
2024 Q4	$926K	Hold	4,212	–	–	0.42%	20
2024 Q3	$952K	Hold	4,212	–	–	0.44%	20
2024 Q2	$728K	Sell	4,212 -353	-8%	-$61.3K	0.36%	20
2024 Q1	$872K	Buy	4,565 +152	+3%	+$27.7K	0.45%	19
2023 Q4	$828K	Buy	+4,413	New	+$667K	0.45%	19

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

IMZ Advisory's IBM Position: Q2 2026 in Review

IMZ Advisory held its IBM (IBM) position steady in Q2 2026 at 3,837 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #17.

IMZ Advisory first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

IMZ Advisory held 3,837 shares of IBM worth $1.08M as of Q2 2026.
IMZ Advisory left its IBM share count unchanged in Q2 2026.
IBM made up 0.34% of IMZ Advisory's portfolio in Q2 2026, its #17 holding.
IMZ Advisory first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
IMZ Advisory's IBM position peaked at $1.2M in Q2 2025.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.