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Investment Advisory Group’s IBM IBM Stock Holding History

Investment Advisory 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 		$768K Sell
2,730
-72
-3% -$18.1K 0.17% 98
2026
Q1 		$679K Buy
2,802
+37
+1% +$10K 0.17% 95
2025
Q4 		$819K Buy
2,765
+170
+7% +$50.9K 0.21% 90
2025
Q3 		$732K Sell
2,595
-29
-1% -$7.59K 0.2% 86
2025
Q2 		$773K Sell
2,624
-4
-0.2% -$1.03K 0.23% 81
2025
Q1 		$653K Sell
2,628
-20
-0.8% -$4.89K 0.22% 87
2024
Q4 		$582K Sell
2,648
-512
-16% -$114K 0.2% 90
2024
Q3 		$699K Buy
3,160
+307
+11% +$60.2K 0.24% 79
2024
Q2 		$493K Buy
2,853
+586
+26% +$102K 0.19% 90
2024
Q1 		$433K Buy
2,267
+20
+0.9% +$3.65K 0.18% 93
2023
Q4 		$368K Sell
2,247
-88
-4% -$13.3K 0.17% 98
2023
Q3 		$328K Buy
2,335
+30
+1% +$4.27K 0.17% 94
2023
Q2 		$308K Buy
2,305
+221
+11% +$28.5K 0.16% 97
2023
Q1 		$273K Hold
2,084
– – 0.16% 107
2022
Q4 		$294K Hold
2,084
– – 0.18% 100
2022
Q3 		$248K Sell
2,084
-36
-2% -$4.72K 0.17% 102
2022
Q2 		$298K Buy
2,120
+497
+31% +$67.1K 0.2% 90
2022
Q1 		$213K Hold
1,623
– – 0.13% 121
2021
Q4 		$217K Buy
+1,623
New +$204K 0.14% 114

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

Investment Advisory Group's IBM Position: Q2 2026 in Review

Investment Advisory Group reduced its IBM (IBM) stake by 2.6% in Q2 2026, selling an estimated $18.1K and leaving 2,730 shares worth $768K. The position accounts for 0.17% of the portfolio, ranked #98.

Investment Advisory Group first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $819K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Investment Advisory Group held 2,730 shares of IBM worth $768K as of Q2 2026.
  • Investment Advisory Group sold 72 IBM shares in Q2 2026, an estimated $18.1K.
  • IBM made up 0.17% of Investment Advisory Group's portfolio in Q2 2026, its #98 holding.
  • Investment Advisory Group first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's IBM position peaked at $819K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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