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Investment Research & Advisory Group’s IBM IBM Stock Holding History

Investment Research & 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 		$22.8K Hold
1
– – 0.01% 187
2026
Q1 		$1.24K Hold
1
– – ﹤0.01% 250
2025
Q4 		$5.66K Hold
1
– – ﹤0.01% 216
2025
Q3 		$5.39K Buy
+1
New +$262 ﹤0.01% 201
2024
Q2 		– Hold
0
– – – 206
2024
Q1 		– Sell
-1
Closed -$182 – 208
2023
Q4 		$18 Buy
+1
New +$151 ﹤0.01% 220
2021
Q3 		– Sell
-23
Closed -$3K – 162
2021
Q2 		$3K Buy
+23
New +$3.15K ﹤0.01% 169

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Investment Research & Advisory Group held its IBM (IBM) position steady in Q2 2026 at 1 share worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #187.

Investment Research & Advisory Group first reported a position in IBM in Q2 2021 and has held it in 6 quarters since. 2,149 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Investment Research & Advisory Group held 1 share of IBM worth $22.8K as of Q2 2026.
  • Investment Research & Advisory Group left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #187 holding.
  • Investment Research & Advisory Group first reported a position in IBM in Q2 2021 and has held it in 6 quarters since.
  • 2,149 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.