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KPP Advisory Services’s IBM IBM Stock Holding History

KPP 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
Q2 		$471K Sell
1,677
-452
-21% -$114K 0.06% 235
2026
Q1 		$516K Buy
2,129
+38
+2% +$10.3K 0.08% 212
2025
Q4 		$619K Buy
2,091
+22
+1% +$6.59K 0.09% 184
2025
Q3 		$584K Buy
2,069
+34
+2% +$8.9K 0.09% 188
2025
Q2 		$600K Buy
2,035
+16
+0.8% +$4.12K 0.1% 169
2025
Q1 		$502K Sell
2,019
-1
-0% -$245 0.1% 178
2024
Q4 		$444K Sell
2,020
-148
-7% -$33K 0.1% 154
2024
Q3 		$479K Buy
2,168
+121
+6% +$23.7K 0.12% 147
2024
Q2 		$354K Hold
2,047
– – 0.09% 164
2024
Q1 		$391K Sell
2,047
-44
-2% -$8.03K 0.11% 153
2023
Q4 		$342K Sell
2,091
-596
-22% -$90.1K 0.3% 85
2023
Q3 		$377K Buy
+2,687
New +$382K 0.12% 123

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

KPP Advisory Services's IBM Position: Q2 2026 in Review

KPP Advisory Services reduced its IBM (IBM) stake by 21% in Q2 2026, selling an estimated $114K and leaving 1,677 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #235.

KPP Advisory Services first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $619K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • KPP Advisory Services held 1,677 shares of IBM worth $471K as of Q2 2026.
  • KPP Advisory Services sold 452 IBM shares in Q2 2026, an estimated $114K.
  • IBM made up 0.06% of KPP Advisory Services's portfolio in Q2 2026, its #235 holding.
  • KPP Advisory Services first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • KPP Advisory Services's IBM position peaked at $619K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.