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Kellett Wealth Advisors’s IBM IBM Stock Holding History

Kellett 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 		$469K Buy
1,667
+88
+6% +$22.2K 0.22% 54
2026
Q1 		$383K Buy
1,579
+310
+24% +$83.9K 0.21% 52
2025
Q4 		$376K Sell
1,269
-54
-4% -$16.2K 0.21% 52
2025
Q3 		$373K Buy
1,323
+187
+16% +$48.9K 0.23% 51
2025
Q2 		$335K Buy
1,136
+48
+4% +$12.4K 0.22% 47
2025
Q1 		$271K Buy
+1,088
New +$266K 0.19% 56

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Kellett Wealth Advisors increased its IBM (IBM) stake by 5.6% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,667 shares worth $469K. The position accounts for 0.22% of the portfolio, ranked #54.

Kellett Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 1,363 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kellett Wealth Advisors held 1,667 shares of IBM worth $469K as of Q2 2026.
  • Kellett Wealth Advisors bought 88 IBM shares in Q2 2026, an estimated $22.2K.
  • IBM made up 0.22% of Kellett Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Kellett Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 1,363 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.