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Kestra Advisory Services’s IBM IBM Stock Holding History

Kestra 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
Q1 		$57.8M Buy
238,449
+50,896
+27% +$13.8M 0.22% 85
2025
Q4 		$55.6M Buy
187,553
+5,659
+3% +$1.69M 0.23% 73
2025
Q3 		$51.3M Sell
181,894
-17,644
-9% -$4.62M 0.23% 78
2025
Q2 		$58.8M Buy
199,538
+29,399
+17% +$7.57M 0.29% 60
2025
Q1 		$42.3M Sell
170,139
-20,747
-11% -$5.07M 0.2% 74
2024
Q4 		$42M Buy
190,886
+13,638
+8% +$3.04M 0.23% 84
2024
Q3 		$39.2M Sell
177,248
-19,351
-10% -$3.79M 0.22% 89
2024
Q2 		$30.2M Buy
196,599
+22,310
+13% +$3.88M 0.17% 127
2024
Q1 		$33.3M Buy
174,289
+33,568
+24% +$6.12M 0.22% 85
2023
Q4 		$23M Buy
140,721
+11,541
+9% +$1.74M 0.19% 106
2023
Q3 		$18.1M Sell
129,180
-10,289
-7% -$1.46M 0.18% 118
2023
Q2 		$18.7M Buy
139,469
+12,378
+10% +$1.6M 0.19% 115
2023
Q1 		$16.7M Sell
127,091
-24,151
-16% -$3.23M 0.18% 122
2022
Q4 		$21.3M Buy
151,242
+3,945
+3% +$544K 0.19% 120
2022
Q3 		$17.5M Buy
147,297
+7,224
+5% +$948K 0.19% 128
2022
Q2 		$19.8M Buy
140,073
+19,493
+16% +$2.63M 0.2% 107
2022
Q1 		$15.7M Buy
120,580
+2,700
+2% +$352K 0.16% 135
2021
Q4 		$15.8M Buy
117,880
+8,676
+8% +$1.09M 0.16% 146
2021
Q3 		$14.5M Sell
109,204
-7,945
-7% -$1.06M 0.15% 162
2021
Q2 		$16.4M Buy
117,149
+7,064
+6% +$966K 0.19% 130
2021
Q1 		$14M Sell
110,085
-6,382
-5% -$764K 0.18% 139
2020
Q4 		$13.8M Buy
116,467
+33,677
+41% +$3.89M 0.16% 148
2020
Q3 		$9.72M Buy
+82,790
New +$9.75M 0.18% 146

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Advisory Services's IBM Position: Q1 2026 in Review

Kestra Advisory Services increased its IBM (IBM) stake by 27% in Q1 2026, buying an estimated $13.8M and bringing the position to 238,449 shares worth $57.8M. The position accounts for 0.22% of the portfolio, ranked #85.

Kestra Advisory Services first reported a position in IBM in Q3 2020 and has held it in 23 quarters since. The position peaked at $58.8M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Kestra Advisory Services held 238,449 shares of IBM worth $57.8M as of Q1 2026.
  • Kestra Advisory Services bought 50,896 IBM shares in Q1 2026, an estimated $13.8M.
  • IBM made up 0.22% of Kestra Advisory Services's portfolio in Q1 2026, its #85 holding.
  • Kestra Advisory Services first reported a position in IBM in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's IBM position peaked at $58.8M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.