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Longview Financial Advisors’s IBM IBM Stock Holding History

Longview Financial 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 		– Sell
-200
Closed -$48.5K – 94
2026
Q1 		$48.5K Buy
+200
New +$54.1K 0.03% 83

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

Longview Financial Advisors's IBM Position: Q2 2026 in Review

Longview Financial Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 200 shares — an estimated $48.5K sold.

Longview Financial Advisors first reported a position in IBM in Q1 2026 and held it in 1 quarter. The position peaked at $48.5K in Q1 2026. 779 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Longview Financial Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 200 IBM shares in Q2 2026, an estimated $48.5K.
  • Longview Financial Advisors first reported a position in IBM in Q1 2026 and held it in 1 quarter.
  • Longview Financial Advisors's IBM position peaked at $48.5K in Q1 2026.
  • 779 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.