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MJT & Associates Financial Advisory’s IBM IBM Stock Holding History

MJT & Associates Financial Advisory’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 		$65.5K Hold
233
– – 0.04% 75
2026
Q1 		$56.5K Hold
233
– – 0.04% 76
2025
Q4 		$69K Buy
233
+1
+0.4% +$299 0.05% 74
2025
Q3 		$65.5K Hold
232
– – 0.05% 74
2025
Q2 		$68.4K Sell
232
-36
-13% -$9.28K 0.08% 85
2025
Q1 		$66.6K Buy
+268
New +$65.6K 0.06% 93

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MJT & Associates Financial Advisory's IBM Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its IBM (IBM) position steady in Q2 2026 at 233 shares worth $65.5K. The position accounts for 0.04% of the portfolio, ranked #75.

MJT & Associates Financial Advisory first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $69K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MJT & Associates Financial Advisory held 233 shares of IBM worth $65.5K as of Q2 2026.
  • MJT & Associates Financial Advisory left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.04% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #75 holding.
  • MJT & Associates Financial Advisory first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's IBM position peaked at $69K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.