Kovack Advisors’s IBM IBM Stock Holding History

Kovack 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	$4.35M	Buy	15,217 +1,265	+9%	+$319K	0.21%	101
2026 Q1	$3.39M	Buy	13,952 +1,086	+8%	+$294K	0.18%	111
2025 Q4	$3.81M	Buy	12,866 +2,252	+21%	+$674K	0.18%	106
2025 Q3	$2.99M	Buy	10,614 +1,102	+12%	+$288K	0.28%	65
2025 Q2	$2.8M	Sell	9,512 -1,645	-15%	-$424K	0.27%	75
2025 Q1	$2.77M	Sell	11,157 -3,949	-26%	-$966K	0.29%	71
2024 Q4	$3.32M	Sell	15,106 -81	-0.5%	-$18K	0.33%	59
2024 Q3	$3.36M	Buy	15,187 +1,345	+10%	+$264K	0.36%	52
2024 Q2	$2.39M	Buy	13,842 +5,190	+60%	+$902K	0.26%	82
2024 Q1	$1.65M	Buy	8,652 +2,084	+32%	+$380K	0.2%	104
2023 Q4	$1.07M	Sell	6,568 -489	-7%	-$73.9K	0.13%	159
2023 Q3	$990K	Buy	7,057 +198	+3%	+$28.2K	0.14%	149
2023 Q2	$918K	Sell	6,859 -444	-6%	-$57.3K	0.12%	165
2023 Q1	$957K	Buy	7,303 +222	+3%	+$29.7K	0.13%	156
2022 Q4	$998K	Sell	7,081 -885	-11%	-$122K	0.15%	147
2022 Q3	$946K	Buy	7,966 +27	+0.3%	+$3.54K	0.14%	157
2022 Q2	$1.12M	Sell	7,939 -4,271	-35%	-$576K	0.15%	145
2022 Q1	$1.59M	Sell	12,210 -1,718	-12%	-$224K	0.16%	135
2021 Q4	$1.86M	Buy	13,928 +1,315	+10%	+$165K	0.18%	131
2021 Q3	$1.68M	Buy	12,613 +907	+8%	+$121K	0.18%	138
2021 Q2	$1.64M	Sell	11,706 -939	-7%	-$128K	0.19%	136
2021 Q1	$1.61M	Buy	12,645 +8,572	+210%	+$1.03M	0.21%	126
2020 Q4	$490K	Buy	4,073 +534	+15%	+$61.7K	0.07%	284
2020 Q3	$412K	Buy	3,539 +120	+4%	+$14.1K	0.07%	268
2020 Q2	$395K	Buy	3,419 +506	+17%	+$58.8K	0.08%	261
2020 Q1	$309K	Sell	2,913 -1,158	-28%	-$146K	0.07%	282
2019 Q4	$527K	Buy	4,071 +39	+1%	+$5.07K	0.09%	241
2019 Q3	$561K	Sell	4,032 -322	-7%	-$43.4K	0.12%	204
2019 Q2	$574K	Sell	4,354 -493	-10%	-$64.8K	0.13%	188
2019 Q1	$654K	Sell	4,847 -666	-12%	-$84.9K	0.16%	154
2018 Q4	$599K	Buy	5,513 +1,425	+35%	+$171K	0.18%	140
2018 Q3	$591K	Buy	4,088 +40	+1%	+$5.59K	0.15%	166
2018 Q2	$541K	Sell	4,048 -1,422	-26%	-$198K	0.15%	163
2018 Q1	$802K	Buy	5,470 +497	+10%	+$75.2K	0.2%	126
2017 Q4	$729K	Sell	4,973 -1,290	-21%	-$188K	0.18%	134
2017 Q3	$869K	Buy	6,263 +1,760	+39%	+$245K	0.29%	87
2017 Q2	$662K	Buy	4,503 +1,931	+75%	+$291K	0.21%	114
2017 Q1	$428K	Sell	2,572 -858	-25%	-$144K	0.17%	144
2016 Q4	$544K	Sell	3,430 -1,670	-33%	-$254K	0.26%	92
2016 Q3	$774K	Sell	5,100 -160	-3%	-$24.3K	0.38%	67
2016 Q2	$763K	Buy	5,260 +1,242	+31%	+$178K	0.4%	59
2016 Q1	$582K	Buy	4,018 +962	+31%	+$123K	0.36%	78
2015 Q4	$402K	Buy	3,056 +138	+5%	+$18.5K	0.27%	107
2015 Q3	$404K	Buy	2,918 +374	+15%	+$55.2K	0.28%	96
2015 Q2	$396K	Buy	2,544 +285	+13%	+$45.8K	0.28%	91
2015 Q1	$347K	Buy	2,259 +285	+14%	+$43.2K	0.29%	94
2014 Q4	$303K	Sell	1,974 -13	-0.7%	-$2.07K	0.31%	84
2014 Q3	$361K	Buy	1,987 +832	+72%	+$152K	0.53%	36
2014 Q2	$200K	Sell	1,155 -163	-12%	-$29.3K	0.29%	87
2014 Q1	$223K	Hold	1,318	–	–	0.76%	43
2013 Q4	$236K	Buy	1,318 +32	+2%	+$5.52K	1.28%	31
2013 Q3	$228K	Buy	1,286 +64	+5%	+$11.6K	1.17%	28
2013 Q2	$223K	Buy	+1,222	New	+$238K	1.31%	34

Other funds holding IBM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Kovack Advisors's IBM Position: Q2 2026 in Review

Kovack Advisors increased its IBM (IBM) stake by 9.1% in Q2 2026, buying an estimated $319K and bringing the position to 15,217 shares worth $4.35M. The position accounts for 0.21% of the portfolio, ranked #101.

Kovack Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. 1,581 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Kovack Advisors held 15,217 shares of IBM worth $4.35M as of Q2 2026.
Kovack Advisors bought 1,265 IBM shares in Q2 2026, an estimated $319K.
IBM made up 0.21% of Kovack Advisors's portfolio in Q2 2026, its #101 holding.
Kovack Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
1,581 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.