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Innovative Asset Advisors Group’s IBM IBM Stock Holding History

Innovative Asset Advisors Group’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 		$492K Sell
1,749
-613
-26% -$154K 0.22% 88
2026
Q1 		$573K Buy
+2,362
New +$639K 0.33% 60

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Innovative Asset Advisors Group's IBM Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its IBM (IBM) stake by 26% in Q2 2026, selling an estimated $154K and leaving 1,749 shares worth $492K. The position accounts for 0.22% of the portfolio, ranked #88.

Innovative Asset Advisors Group first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. The position peaked at $573K in Q1 2026. 3,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Innovative Asset Advisors Group held 1,749 shares of IBM worth $492K as of Q2 2026.
  • Innovative Asset Advisors Group sold 613 IBM shares in Q2 2026, an estimated $154K.
  • IBM made up 0.22% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #88 holding.
  • Innovative Asset Advisors Group first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's IBM position peaked at $573K in Q1 2026.
  • 3,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.