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LWM Advisory Services’s IBM IBM Stock Holding History

LWM 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 		$417K Sell
1,482
-443
-23% -$112K 0.74% 44
2026
Q1 		$467K Sell
1,925
-221
-10% -$59.8K 0.5% 44
2025
Q4 		$636K Sell
2,146
-6
-0.3% -$1.8K 0.37% 40
2025
Q3 		$609K Sell
2,152
-21
-1% -$5.5K 0.35% 43
2025
Q2 		$641K Sell
2,173
-61
-3% -$15.7K 0.44% 40
2025
Q1 		$556K Sell
2,234
-10
-0.4% -$2.45K 0.39% 48
2024
Q4 		$493K Buy
2,244
+596
+36% +$133K 0.34% 53
2024
Q3 		$364K Buy
1,648
+373
+29% +$73.1K 0.27% 68
2024
Q2 		$221K Sell
1,275
-282
-18% -$49K 0.19% 75
2024
Q1 		$297K Sell
1,557
-78
-5% -$14.2K 0.24% 74
2023
Q4 		$267K Hold
1,635
– – 0.24% 69
2023
Q3 		$230K Hold
1,635
– – 0.25% 67
2023
Q2 		$218K Sell
1,635
-156
-9% -$20.1K 0.23% 71
2023
Q1 		$235K Buy
1,791
+113
+7% +$15.1K 0.25% 71
2022
Q4 		$237K Sell
1,678
-772
-32% -$106K 0.26% 69
2022
Q3 		$297K Buy
2,450
+263
+12% +$34.5K 0.34% 82
2022
Q2 		$308K Sell
2,187
-73
-3% -$9.85K 0.37% 80
2022
Q1 		$294K Buy
2,260
+738
+48% +$96.2K 0.37% 82
2021
Q4 		$203K Buy
+1,522
New +$191K 0.25% 105

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

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

LWM Advisory Services reduced its IBM (IBM) stake by 23% in Q2 2026, selling an estimated $112K and leaving 1,482 shares worth $417K. The position accounts for 0.74% of the portfolio, ranked #44.

LWM Advisory Services first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $641K in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LWM Advisory Services held 1,482 shares of IBM worth $417K as of Q2 2026.
  • LWM Advisory Services sold 443 IBM shares in Q2 2026, an estimated $112K.
  • IBM made up 0.74% of LWM Advisory Services's portfolio in Q2 2026, its #44 holding.
  • LWM Advisory Services first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • LWM Advisory Services's IBM position peaked at $641K in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.