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Matrix Asset Advisors’s IBM IBM Stock Holding History

Matrix Asset 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 		$212K Buy
+755
New +$190K 0.02% 103
2026
Q1 		– Sell
-819
Closed -$243K – 109
2025
Q4 		$243K Sell
819
-26
-3% -$7.79K 0.02% 99
2025
Q3 		$238K Buy
845
+5
+0.6% +$1.31K 0.02% 102
2025
Q2 		$248K Sell
840
-289
-26% -$74.5K 0.03% 97
2025
Q1 		$281K Buy
1,129
+4
+0.4% +$978 0.03% 84
2024
Q4 		$247K Buy
1,125
+2
+0.2% +$445 0.03% 99
2024
Q3 		$248K Buy
+1,123
New +$220K 0.03% 96
2024
Q2 		– Sell
-1,117
Closed -$213K – 103
2024
Q1 		$213K Sell
1,117
-338
-23% -$61.7K 0.03% 95
2023
Q4 		$238K Buy
+1,455
New +$220K 0.03% 87
2022
Q3 		– Sell
-1,485
Closed -$210K – 84
2022
Q2 		$210K Buy
+1,485
New +$200K 0.03% 82
2021
Q1 		– Sell
-49,891
Closed -$6M – 94
2020
Q4 		$6M Buy
49,891
+3,314
+7% +$383K 1.01% 39
2020
Q3 		$5.42M Buy
46,577
+7,364
+19% +$867K 1.05% 40
2020
Q2 		$4.53M Buy
39,213
+6,838
+21% +$794K 0.87% 40
2020
Q1 		$3.43M Sell
32,375
-989
-3% -$125K 0.78% 39
2019
Q4 		$4.28M Buy
33,364
+1,445
+5% +$188K 0.7% 44
2019
Q3 		$4.44M Buy
31,919
+677
+2% +$91.3K 0.78% 45
2019
Q2 		$4.12M Buy
31,242
+72
+0.2% +$9.46K 0.73% 45
2019
Q1 		$4.21M Sell
31,170
-235
-0.7% -$30K 0.72% 45
2018
Q4 		$3.41M Sell
31,405
-1,057
-3% -$127K 0.63% 47
2018
Q3 		$4.69M Buy
32,462
+8,921
+38% +$1.25M 0.75% 43
2018
Q2 		$3.14M Buy
23,541
+685
+3% +$95.5K 0.52% 46
2018
Q1 		$3.35M Buy
22,856
+229
+1% +$34.6K 0.55% 48
2017
Q4 		$3.32M Buy
22,627
+569
+3% +$82.7K 0.53% 46
2017
Q3 		$3.06M Buy
22,058
+3,193
+17% +$445K 0.5% 47
2017
Q2 		$2.77M Buy
18,865
+945
+5% +$142K 0.48% 46
2017
Q1 		$2.98M Sell
17,920
-3,647
-17% -$612K 0.52% 47
2016
Q4 		$3.42M Buy
21,567
+1,147
+6% +$175K 0.58% 48
2016
Q3 		$3.1M Buy
20,420
+3,314
+19% +$503K 0.55% 50
2016
Q2 		$2.48M Buy
17,106
+710
+4% +$102K 0.48% 53
2016
Q1 		$2.37M Buy
16,396
+345
+2% +$44.1K 0.47% 52
2015
Q4 		$2.11M Buy
16,051
+612
+4% +$82.2K 0.41% 54
2015
Q3 		$2.14M Buy
15,439
+704
+5% +$104K 0.31% 52
2015
Q2 		$2.29M Sell
14,735
-12,897
-47% -$2.07M 0.29% 51
2015
Q1 		$4.24M Buy
27,632
+2,143
+8% +$325K 0.49% 41
2014
Q4 		$3.91M Buy
25,489
+1,204
+5% +$192K 0.44% 46
2014
Q3 		$4.41M Buy
24,285
+577
+2% +$105K 0.51% 40
2014
Q2 		$4.11M Buy
23,708
+6,468
+38% +$1.16M 0.47% 38
2014
Q1 		$3.17M Hold
17,240
– – 0.38% 43
2013
Q4 		$3.09M Buy
17,240
+63
+0.4% +$10.9K 0.38% 44
2013
Q3 		$3.04M Buy
17,177
+58
+0.3% +$10.5K 0.41% 42
2013
Q2 		$3.13M Buy
+17,119
New +$3.33M 0.44% 38

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

Matrix Asset Advisors's IBM Position: Q2 2026 in Review

Matrix Asset Advisors opened a new position in IBM (IBM) in Q2 2026: 755 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #103 among its holdings. This is a return to the name: Matrix Asset Advisors previously reported a position in IBM as recently as Q4 2025.

Matrix Asset Advisors first reported a position in IBM in Q2 2013 and has held it in 41 quarters since. The position peaked at $6M in Q4 2020. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Matrix Asset Advisors held 755 shares of IBM worth $212K as of Q2 2026.
  • IBM was a new Matrix Asset Advisors position in Q2 2026.
  • IBM made up 0.02% of Matrix Asset Advisors's portfolio in Q2 2026, its #103 holding.
  • Matrix Asset Advisors first reported a position in IBM in Q2 2013 and has held it in 41 quarters since.
  • Matrix Asset Advisors's IBM position peaked at $6M in Q4 2020.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.