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J.W. Cole Advisors’s IBM IBM Stock Holding History

J.W. Cole 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 		$14.1M Buy
+50,284
New +$12.7M 0.24% 78
2026
Q1 		– Sell
-51,920
Closed -$14.7M – 1080
2025
Q4 		$14.7M Sell
51,920
-257
-0.5% -$77K 0.36% 46
2025
Q3 		$14.7M Buy
52,177
+2,783
+6% +$728K 0.28% 59
2025
Q2 		$14.6M Buy
49,394
+2,719
+6% +$701K 0.31% 56
2025
Q1 		$11.6M Buy
46,675
+27,753
+147% +$6.79M 0.36% 50
2024
Q4 		$4.16M Sell
18,922
-104
-0.5% -$23.2K 0.17% 130
2024
Q3 		$4.21M Sell
19,026
-213
-1% -$41.8K 0.18% 128
2024
Q2 		$3.33M Sell
19,239
-787
-4% -$137K 0.16% 139
2024
Q1 		$3.82M Buy
20,026
+170
+0.9% +$31K 0.19% 117
2023
Q4 		$3.25M Buy
19,856
+591
+3% +$89.3K 0.19% 125
2023
Q3 		$2.7M Buy
19,265
+1,309
+7% +$186K 0.2% 123
2023
Q2 		$2.4M Sell
17,956
-371
-2% -$47.9K 0.17% 141
2023
Q1 		$2.4M Sell
18,327
-283
-2% -$37.9K 0.17% 145
2022
Q4 		$2.62M Buy
18,610
+556
+3% +$76.7K 0.2% 127
2022
Q3 		$2.15M Sell
18,054
-3,406
-16% -$447K 0.18% 136
2022
Q2 		$3.03M Sell
21,460
-4,231
-16% -$571K 0.24% 99
2022
Q1 		$3.34M Buy
25,691
+951
+4% +$124K 0.22% 109
2021
Q4 		$3.31M Sell
24,740
-2
-0% -$251 0.22% 115
2021
Q3 		$3.29M Buy
24,742
+1,841
+8% +$246K 0.23% 70
2021
Q2 		$3.21M Buy
22,901
+4,004
+21% +$548K 0.25% 95
2021
Q1 		$2.41M Buy
18,897
+2,601
+16% +$311K 0.23% 105
2020
Q4 		$1.96M Sell
16,296
-13,786
-46% -$1.59M 0.2% 116
2020
Q3 		$3.5M Buy
30,082
+13,959
+87% +$1.64M 0.27% 88
2020
Q2 		$1.86M Buy
+16,123
New +$1.87M 0.28% 104
2020
Q1 		– Sell
-14,747
Closed -$1.89M – 280
2019
Q4 		$1.89M Buy
+14,747
New +$1.92M 0.24% 116

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

J.W. Cole Advisors's IBM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in IBM (IBM) in Q2 2026: 50,284 shares worth $14.1M. The stake represents 0.24% of the portfolio and ranks #78 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IBM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IBM in Q4 2019 and has held it in 25 quarters since. The position peaked at $14.7M in Q3 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • J.W. Cole Advisors held 50,284 shares of IBM worth $14.1M as of Q2 2026.
  • IBM was a new J.W. Cole Advisors position in Q2 2026.
  • IBM made up 0.24% of J.W. Cole Advisors's portfolio in Q2 2026, its #78 holding.
  • J.W. Cole Advisors first reported a position in IBM in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's IBM position peaked at $14.7M in Q3 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.