Level Four Advisory Services’s IBM IBM Stock Holding History

Level Four 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
2020 Q4	–	Sell	-523	Closed	-$13K	–	605
2020 Q3	$13K	Buy	523 +518	+10,360%	+$61K	﹤0.01%	538
2020 Q2	$13K	Buy	+5	New	+$581	﹤0.01%	563

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Level Four Advisory Services's IBM Position: Q2 2026 in Review

Level Four Advisory Services increased its IBM (IBM) stake by 0.49% in Q2 2026, buying an estimated $39.6K and bringing the position to 32,004 shares worth $9M. The position accounts for 0.25% of the portfolio, ranked #93.

Level Four Advisory Services first reported a position in IBM in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.1M in Q4 2019. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Level Four Advisory Services held 32,004 shares of IBM worth $9M as of Q2 2026.
Level Four Advisory Services bought 157 IBM shares in Q2 2026, an estimated $39.6K.
IBM made up 0.25% of Level Four Advisory Services's portfolio in Q2 2026, its #93 holding.
Level Four Advisory Services first reported a position in IBM in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's IBM position peaked at $11.1M in Q4 2019.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.