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Moss Adams Wealth Advisors’s IBM IBM Stock Holding History

Moss Adams 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 		$2.12M Buy
7,526
+62
+0.8% +$15.6K 0.13% 52
2026
Q1 		$1.81M Buy
7,464
+143
+2% +$38.7K 0.13% 53
2025
Q4 		$2.17M Buy
7,321
+130
+2% +$38.9K 0.16% 46
2025
Q3 		$2.03M Sell
7,191
-369
-5% -$96.6K 0.16% 46
2025
Q2 		$2.23M Buy
7,560
+162
+2% +$41.7K 0.2% 45
2025
Q1 		$1.84M Buy
7,398
+592
+9% +$145K 0.19% 43
2024
Q4 		$1.5M Sell
6,806
-434
-6% -$96.7K 0.16% 44
2024
Q3 		$1.6M Buy
7,240
+445
+7% +$87.3K 0.18% 41
2024
Q2 		$1.18M Buy
6,795
+127
+2% +$22.1K 0.16% 44
2024
Q1 		$1.27M Buy
6,668
+908
+16% +$166K 0.2% 41
2023
Q4 		$942K Buy
5,760
+569
+11% +$86K 0.2% 35
2023
Q3 		$728K Buy
5,191
+35
+0.7% +$4.98K 0.25% 31
2023
Q2 		$690K Buy
5,156
+32
+0.6% +$4.13K 0.23% 37
2023
Q1 		$672K Buy
5,124
+3,637
+245% +$487K 0.23% 37
2022
Q4 		$210K Buy
+1,487
New +$205K 0.1% 97

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Moss Adams Wealth Advisors's IBM Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its IBM (IBM) stake by 0.83% in Q2 2026, buying an estimated $15.6K and bringing the position to 7,526 shares worth $2.12M. The position accounts for 0.13% of the portfolio, ranked #52.

Moss Adams Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.23M in Q2 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Moss Adams Wealth Advisors held 7,526 shares of IBM worth $2.12M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 62 IBM shares in Q2 2026, an estimated $15.6K.
  • IBM made up 0.13% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Moss Adams Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Moss Adams Wealth Advisors's IBM position peaked at $2.23M in Q2 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.