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IVC Wealth Advisors’s IBM IBM Stock Holding History

IVC Wealth Advisors’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 		$1.69M Sell
6,003
-97
-2% -$24.4K 0.66% 30
2026
Q1 		$1.48M Sell
6,100
-13
-0.2% -$3.52K 0.64% 27
2025
Q4 		$1.81M Sell
6,113
-13
-0.2% -$3.89K 0.79% 25
2025
Q3 		$1.73M Buy
6,126
+31
+0.5% +$8.11K 0.77% 25
2025
Q2 		$1.8M Sell
6,095
-45
-0.7% -$11.6K 0.88% 24
2025
Q1 		$1.53M Sell
6,140
-15
-0.2% -$3.67K 0.82% 24
2024
Q4 		$1.35M Sell
6,155
-850
-12% -$189K 0.76% 30
2024
Q3 		$1.55M Sell
7,005
-186
-3% -$36.5K 0.85% 26
2024
Q2 		$1.24M Buy
7,191
+293
+4% +$50.9K 0.7% 35
2024
Q1 		$1.32M Buy
6,898
+1,003
+17% +$183K 0.76% 33
2023
Q4 		$964K Sell
5,895
-394
-6% -$59.5K 0.6% 43
2023
Q3 		$882K Buy
6,289
+80
+1% +$11.4K 0.59% 47
2023
Q2 		$831K Buy
6,209
+365
+6% +$47.1K 0.53% 53
2023
Q1 		$766K Sell
5,844
-132
-2% -$17.7K 0.54% 55
2022
Q4 		$842K Buy
5,976
+113
+2% +$15.6K 0.62% 50
2022
Q3 		$697K Buy
5,863
+175
+3% +$23K 0.56% 49
2022
Q2 		$803K Buy
5,688
+163
+3% +$22K 0.62% 42
2022
Q1 		$718K Buy
5,525
+222
+4% +$29K 0.47% 56
2021
Q4 		$709K Sell
5,303
-1,222
-19% -$153K 0.46% 58
2021
Q3 		$867K Sell
6,525
-37
-0.6% -$4.95K 0.6% 45
2021
Q2 		$920K Buy
6,562
+356
+6% +$48.7K 0.65% 40
2021
Q1 		$791K Buy
6,206
+105
+2% +$12.6K 0.62% 45
2020
Q4 		$734K Buy
+6,101
New +$705K 0.7% 42

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

IVC Wealth Advisors's IBM Position: Q2 2026 in Review

IVC Wealth Advisors reduced its IBM (IBM) stake by 1.6% in Q2 2026, selling an estimated $24.4K and leaving 6,003 shares worth $1.69M. The position accounts for 0.66% of the portfolio, ranked #30.

IVC Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.81M in Q4 2025. 931 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • IVC Wealth Advisors held 6,003 shares of IBM worth $1.69M as of Q2 2026.
  • IVC Wealth Advisors sold 97 IBM shares in Q2 2026, an estimated $24.4K.
  • IBM made up 0.66% of IVC Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • IVC Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's IBM position peaked at $1.81M in Q4 2025.
  • 931 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.