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Lineweaver Wealth Advisors’s IBM IBM Stock Holding History

Lineweaver Wealth 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 		$2.97M Buy
10,563
+1,005
+11% +$253K 0.35% 62
2026
Q1 		$2.32M Buy
9,558
+2,683
+39% +$726K 0.31% 70
2025
Q4 		$2.04M Buy
6,875
+269
+4% +$80.6K 0.28% 69
2025
Q3 		$1.86M Buy
6,606
+4,325
+190% +$1.13M 0.27% 73
2025
Q2 		$673K Sell
2,281
-14
-0.6% -$3.61K 0.11% 110
2025
Q1 		$571K Sell
2,295
-26
-1% -$6.36K 0.1% 108
2024
Q4 		$511K Buy
2,321
+4
+0.2% +$891 0.09% 109
2024
Q3 		$513K Buy
2,317
+7
+0.3% +$1.37K 0.1% 104
2024
Q2 		$400K Sell
2,310
-13
-0.6% -$2.26K 0.08% 105
2024
Q1 		$444K Sell
2,323
-930
-29% -$170K 0.11% 105
2023
Q4 		$533K Sell
3,253
-7,689
-70% -$1.16M 0.14% 99
2023
Q3 		$1.54M Sell
10,942
-5,581
-34% -$794K 0.45% 46
2023
Q2 		$2.21M Buy
16,523
+229
+1% +$29.6K 0.63% 35
2023
Q1 		$2.14M Buy
16,294
+871
+6% +$117K 0.66% 34
2022
Q4 		$2.17M Sell
15,423
-186
-1% -$25.7K 0.66% 33
2022
Q3 		$1.86M Buy
15,609
+14,081
+922% +$1.85M 0.6% 36
2022
Q2 		$215K Buy
+1,528
New +$206K 0.07% 119

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

Lineweaver Wealth Advisors's IBM Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $253K and bringing the position to 10,563 shares worth $2.97M. The position accounts for 0.35% of the portfolio, ranked #62.

Lineweaver Wealth Advisors first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lineweaver Wealth Advisors held 10,563 shares of IBM worth $2.97M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,005 IBM shares in Q2 2026, an estimated $253K.
  • IBM made up 0.35% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Lineweaver Wealth Advisors first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.