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Laurel Wealth Advisors (North Carolina)’s IBM IBM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.86M Buy
6,610
+59
+0.9% +$14.9K 0.18% 88
2026
Q1 		$1.51M Buy
6,551
+289
+5% +$78.2K 0.15% 97
2025
Q4 		$1.85M Sell
6,262
-158
-2% -$47.3K 0.25% 88
2025
Q3 		$1.81M Sell
6,420
-37
-0.6% -$9.69K 0.25% 90
2025
Q2 		$1.9M Sell
6,457
-333
-5% -$85.8K 0.28% 82
2025
Q1 		$1.69M Buy
6,790
+1
+0% +$245 0.26% 84
2024
Q4 		$1.49M Sell
6,789
-109
-2% -$24.3K 0.23% 91
2024
Q3 		$1.52M Buy
6,898
+206
+3% +$40.4K 0.24% 89
2024
Q2 		$1.16M Buy
6,692
+23
+0.3% +$4K 0.2% 100
2024
Q1 		$1.27M Sell
6,669
-498
-7% -$90.8K 0.22% 98
2023
Q4 		$1.17M Buy
7,167
+6
+0.1% +$907 0.22% 92
2023
Q3 		$1M Sell
7,161
-93
-1% -$13.2K 0.21% 94
2023
Q2 		$971K Sell
7,254
-77
-1% -$9.94K 0.19% 99
2023
Q1 		$961K Buy
7,331
+665
+10% +$89K 0.2% 91
2022
Q4 		$939K Sell
6,666
-63
-0.9% -$8.69K 0.21% 89
2022
Q3 		$799K Buy
6,729
+33
+0.5% +$4.33K 0.2% 92
2022
Q2 		$945K Sell
6,696
-149
-2% -$20.1K 0.23% 86
2022
Q1 		$890K Buy
6,845
+231
+3% +$30.1K 0.19% 100
2021
Q4 		$884K Sell
6,614
-63
-0.9% -$7.9K 0.18% 100
2021
Q3 		$887K Sell
6,677
-120
-2% -$16K 0.2% 96
2021
Q2 		$953K Buy
6,797
+478
+8% +$65.4K 0.21% 95
2021
Q1 		$805K Sell
6,319
-351
-5% -$42K 0.2% 96
2020
Q4 		$803K Sell
6,670
-493
-7% -$57K 0.21% 89
2020
Q3 		$833K Buy
7,163
+228
+3% +$26.8K 0.25% 83
2020
Q2 		$801K Buy
6,935
+257
+4% +$29.8K 0.26% 80
2020
Q1 		$708K Buy
6,678
+2,320
+53% +$293K 0.27% 80
2019
Q4 		$558K Sell
4,358
-35
-0.8% -$4.55K 0.18% 98
2019
Q3 		$611K Sell
4,393
-306
-7% -$41.3K 0.21% 93
2019
Q2 		$620K Hold
4,699
– – 0.22% 95
2019
Q1 		$634K Sell
4,699
-25
-0.5% -$3.19K 0.23% 87
2018
Q4 		$513K Buy
+4,724
New +$567K 0.21% 93

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Laurel Wealth Advisors (North Carolina)'s IBM Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its IBM (IBM) stake by 0.9% in Q2 2026, buying an estimated $14.9K and bringing the position to 6,610 shares worth $1.86M. The position accounts for 0.18% of the portfolio, ranked #88.

Laurel Wealth Advisors (North Carolina) first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.9M in Q2 2025. 729 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 6,610 shares of IBM worth $1.86M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 59 IBM shares in Q2 2026, an estimated $14.9K.
  • IBM made up 0.18% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #88 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s IBM position peaked at $1.9M in Q2 2025.
  • 729 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.