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Mayflower Financial Advisors’s IBM IBM Stock Holding History

Mayflower 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 		$10.7M Buy
37,939
+31,632
+502% +$7.97M 0.92% 28
2026
Q1 		$1.53M Sell
6,307
-807
-11% -$218K 0.19% 120
2025
Q4 		$2.11M Buy
7,114
+203
+3% +$60.8K 0.25% 90
2025
Q3 		$1.95M Sell
6,911
-346
-5% -$90.6K 0.24% 97
2025
Q2 		$2.14M Buy
7,257
+214
+3% +$55.1K 0.3% 80
2025
Q1 		$1.75M Sell
7,043
-180
-2% -$44K 0.27% 94
2024
Q4 		$1.59M Buy
7,223
+1,069
+17% +$238K 0.24% 99
2024
Q3 		$1.36M Sell
6,154
-55
-0.9% -$10.8K 0.2% 109
2024
Q2 		$1.07M Sell
6,209
-1,595
-20% -$277K 0.18% 119
2024
Q1 		$1.49M Sell
7,804
-30,135
-79% -$5.5M 0.25% 95
2023
Q4 		$6.2M Sell
37,939
-962
-2% -$145K 0.86% 27
2023
Q3 		$5.46M Buy
38,901
+64
+0.2% +$9.11K 0.82% 28
2023
Q2 		$5.2M Sell
38,837
-171
-0.4% -$22.1K 0.67% 34
2023
Q1 		$5.11M Buy
39,008
+207
+0.5% +$27.7K 0.67% 35
2022
Q4 		$5.47M Sell
38,801
-213
-0.5% -$29.4K 0.76% 30
2022
Q3 		$4.63M Sell
39,014
-55
-0.1% -$7.22K 0.75% 30
2022
Q2 		$5.52M Sell
39,069
-89
-0.2% -$12K 0.85% 28
2022
Q1 		$5.09M Buy
39,158
+5,679
+17% +$741K 0.69% 33
2021
Q4 		$4.47M Buy
33,479
+5,014
+18% +$629K 0.59% 37
2021
Q3 		$3.86M Buy
28,465
+138
+0.5% +$18.4K 0.52% 44
2021
Q2 		$3.97M Buy
28,327
+241
+0.9% +$33K 0.55% 42
2021
Q1 		$3.58M Buy
28,086
+291
+1% +$34.8K 0.53% 40
2020
Q4 		$3.35M Buy
+27,795
New +$3.21M 0.58% 38

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Mayflower Financial Advisors increased its IBM (IBM) stake by 502% in Q2 2026, buying an estimated $7.97M and bringing the position to 37,939 shares worth $10.7M. The position accounts for 0.92% of the portfolio, ranked #28.

Mayflower Financial Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. 1,502 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Mayflower Financial Advisors held 37,939 shares of IBM worth $10.7M as of Q2 2026.
  • Mayflower Financial Advisors bought 31,632 IBM shares in Q2 2026, an estimated $7.97M.
  • IBM made up 0.92% of Mayflower Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Mayflower Financial Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • 1,502 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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