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
2020 Q4	–	Sell	-14	Closed	-$29K	–	639
2020 Q3	$29K	Buy	+14	New	+$1.65K	0.01%	486
2019 Q4	–	Sell	-15	Closed	-$4K	–	516
2019 Q3	$4K	Hold	15	–	–	﹤0.01%	489
2019 Q2	$9K	Sell	15 -2	-12%	-$263	﹤0.01%	446
2019 Q1	$2K	Buy	+17	New	+$2.17K	﹤0.01%	442
2018 Q3	–	Sell	-17	Closed	-$15K	–	490
2018 Q2	$15K	Buy	+17	New	+$2.37K	﹤0.01%	407
2017 Q4	–	Sell	-5	Closed	-$1K	–	480
2017 Q3	$1K	Buy	+5	New	+$697	﹤0.01%	358
2016 Q1	–	Sell	-4	Closed	-$13K	–	271
2015 Q4	$13K	Hold	4	–	–	0.01%	211
2015 Q3	$11K	Buy	+4	New	+$591	0.01%	201
2014 Q2	–	Sell	-6	Closed	-$10K	–	123
2014 Q1	$10K	Buy	6 +1	+20%	+$176	0.03%	70
2013 Q4	$2K	Buy	5 +1	+25%	+$172	0.01%	66
2013 Q3	$4K	Hold	4	–	–	0.02%	62
2013 Q2	$5K	Buy	+4	New	+$779	0.03%	54

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. 1,605 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.
1,605 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.