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Investment Advisory Services’s IBM IBM Stock Holding History

Investment Advisory Services’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 		$992K Buy
3,529
+26
+0.7% +$6.55K 0.29% 57
2026
Q1 		$849K Buy
3,503
+102
+3% +$27.6K 0.27% 60
2025
Q4 		$1.01M Sell
3,401
-60
-2% -$18K 0.32% 56
2025
Q3 		$977K Sell
3,461
-261
-7% -$68.3K 0.31% 56
2025
Q2 		$1.1M Buy
3,722
+90
+2% +$23.2K 0.37% 53
2025
Q1 		$903K Sell
3,632
-25
-0.7% -$6.12K 0.33% 55
2024
Q4 		$804K Buy
3,657
+164
+5% +$36.5K 0.28% 57
2024
Q3 		$772K Buy
3,493
+356
+11% +$69.8K 0.27% 62
2024
Q2 		$543K Buy
3,137
+6
+0.2% +$1.04K 0.2% 76
2024
Q1 		$598K Sell
3,131
-70
-2% -$12.8K 0.22% 73
2023
Q4 		$524K Sell
3,201
-3
-0.1% -$453 0.21% 74
2023
Q3 		$450K Sell
3,204
-37
-1% -$5.26K 0.19% 80
2023
Q2 		$434K Buy
3,241
+260
+9% +$33.6K 0.18% 81
2023
Q1 		$391K Sell
2,981
-51
-2% -$6.82K 0.19% 81
2022
Q4 		$437K Buy
3,032
+1
+0% +$138 0.22% 74
2022
Q3 		$360K Hold
3,031
– – 0.22% 77
2022
Q2 		$428K Sell
3,031
-458
-13% -$61.8K 0.25% 71
2022
Q1 		$454K Buy
3,489
+88
+3% +$11.5K 0.25% 75
2021
Q4 		$455K Sell
3,401
-414
-11% -$51.9K 0.25% 74
2021
Q3 		$507K Sell
3,815
-84
-2% -$11.2K 0.31% 67
2021
Q2 		$546K Buy
+3,899
New +$533K 0.34% 66
2020
Q4 		$496K Sell
4,124
-892
-18% -$103K 0.35% 62
2020
Q3 		$582K Buy
5,016
+257
+5% +$30.3K 0.46% 54
2020
Q2 		$550K Buy
4,759
+1,368
+40% +$159K 0.47% 55
2020
Q1 		$360K Sell
3,391
-495
-13% -$62.6K 0.39% 55
2019
Q4 		$498K Buy
+3,886
New +$505K 0.45% 47

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

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

Investment Advisory Services increased its IBM (IBM) stake by 0.74% in Q2 2026, buying an estimated $6.55K and bringing the position to 3,529 shares worth $992K. The position accounts for 0.29% of the portfolio, ranked #57.

Investment Advisory Services first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Investment Advisory Services held 3,529 shares of IBM worth $992K as of Q2 2026.
  • Investment Advisory Services bought 26 IBM shares in Q2 2026, an estimated $6.55K.
  • IBM made up 0.29% of Investment Advisory Services's portfolio in Q2 2026, its #57 holding.
  • Investment Advisory Services first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's IBM position peaked at $1.1M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.