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Marshall & Sterling Wealth Advisors’s IBM IBM Stock Holding History

Marshall & Sterling 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 		$1.89M Buy
6,710
+309
+5% +$77.9K 1.12% 23
2026
Q1 		$1.55M Sell
6,401
-69
-1% -$18.7K 1.02% 25
2025
Q4 		$1.92M Sell
6,470
-107
-2% -$32K 1.27% 22
2025
Q3 		$1.85M Buy
6,577
+1
+0% +$262 1.19% 21
2025
Q2 		$1.94M Sell
6,576
-429
-6% -$111K 1.31% 20
2025
Q1 		$1.74M Sell
7,005
-254
-3% -$62.1K 1.18% 25
2024
Q4 		$1.6M Buy
+7,259
New +$1.62M 1.1% 26

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

Marshall & Sterling Wealth Advisors's IBM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its IBM (IBM) stake by 4.8% in Q2 2026, buying an estimated $77.9K and bringing the position to 6,710 shares worth $1.89M. The position accounts for 1.12% of the portfolio, ranked #23.

Marshall & Sterling Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 6,710 shares of IBM worth $1.89M as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 309 IBM shares in Q2 2026, an estimated $77.9K.
  • IBM made up 1.12% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's IBM position peaked at $1.94M in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.