Motive Wealth Advisors’s IBM IBM Stock Holding History

Motive 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	$369K	Sell	1,312 -32	-2%	-$8.06K	0.15%	63
2026 Q1	$326K	Sell	1,344 -60	-4%	-$16.2K	0.15%	60
2025 Q4	$416K	Sell	1,404 -26	-2%	-$7.79K	0.18%	50
2025 Q3	$403K	Sell	1,430 -49	-3%	-$12.8K	0.17%	52
2025 Q2	$436K	Buy	1,479 +60	+4%	+$15.5K	0.2%	48
2025 Q1	$353K	Sell	1,419 -86	-6%	-$21K	0.19%	51
2024 Q4	$331K	Sell	1,505 -54	-3%	-$12K	0.18%	55
2024 Q3	$270K	Hold	1,559	–	–	0.16%	58
2024 Q2	$270K	Sell	1,559 -281	-15%	-$48.8K	0.16%	58
2024 Q1	$351K	Buy	+1,840	New	+$336K	0.21%	49

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Motive Wealth Advisors's IBM Position: Q2 2026 in Review

Motive Wealth Advisors reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $8.06K and leaving 1,312 shares worth $369K. The position accounts for 0.15% of the portfolio, ranked #63.

Motive Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $436K in Q2 2025. 904 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Motive Wealth Advisors held 1,312 shares of IBM worth $369K as of Q2 2026.
Motive Wealth Advisors sold 32 IBM shares in Q2 2026, an estimated $8.06K.
IBM made up 0.15% of Motive Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Motive Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Motive Wealth Advisors's IBM position peaked at $436K in Q2 2025.
904 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.