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MKT Advisors’s IBM IBM Stock Holding History

MKT 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 		$322K Buy
1,052
+6
+0.6% +$1.51K 0.1% 117
2026
Q1 		$256K Sell
1,046
-156
-13% -$42.2K 0.09% 134
2025
Q4 		$355K Hold
1,202
– – 0.12% 113
2025
Q3 		$344K Buy
1,202
+5
+0.4% +$1.31K 0.13% 114
2025
Q2 		$349K Sell
1,197
-6
-0.5% -$1.55K 0.14% 101
2025
Q1 		$272K Buy
1,203
+15
+1% +$3.67K 0.13% 113
2024
Q4 		$267K Buy
1,188
+263
+28% +$58.6K 0.12% 118
2024
Q3 		$203K Buy
+925
New +$181K 0.1% 148

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

MKT Advisors's IBM Position: Q2 2026 in Review

MKT Advisors increased its IBM (IBM) stake by 0.57% in Q2 2026, buying an estimated $1.51K and bringing the position to 1,052 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #117.

MKT Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $355K in Q4 2025. 2,030 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MKT Advisors held 1,052 shares of IBM worth $322K as of Q2 2026.
  • MKT Advisors bought 6 IBM shares in Q2 2026, an estimated $1.51K.
  • IBM made up 0.1% of MKT Advisors's portfolio in Q2 2026, its #117 holding.
  • MKT Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • MKT Advisors's IBM position peaked at $355K in Q4 2025.
  • 2,030 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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