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MRA Advisory Group’s IBM IBM Stock Holding History

MRA Advisory Group’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 		$466K Sell
1,657
-296
-15% -$74.6K 0.17% 85
2026
Q1 		$473K Sell
1,953
-83
-4% -$22.5K 0.19% 74
2025
Q4 		$603K Sell
2,036
-222
-10% -$66.5K 0.25% 59
2025
Q3 		$637K Buy
2,258
+259
+13% +$67.8K 0.28% 54
2025
Q2 		$589K Sell
1,999
-129
-6% -$33.2K 0.28% 50
2025
Q1 		$529K Buy
2,128
+29
+1% +$7.09K 0.28% 49
2024
Q4 		$461K Sell
2,099
-114
-5% -$25.4K 0.24% 51
2024
Q3 		$489K Buy
2,213
+484
+28% +$94.9K 0.27% 49
2024
Q2 		$299K Buy
1,729
+51
+3% +$8.86K 0.17% 70
2024
Q1 		$320K Sell
1,678
-12
-0.7% -$2.19K 0.19% 66
2023
Q4 		$276K Sell
1,690
-2,359
-58% -$356K 0.18% 73
2023
Q3 		$568K Buy
4,049
+1,302
+47% +$185K 0.41% 49
2023
Q2 		$368K Sell
2,747
-217
-7% -$28K 0.25% 66
2023
Q1 		$389K Buy
2,964
+947
+47% +$127K 0.28% 63
2022
Q4 		$284K Buy
2,017
+118
+6% +$16.3K 0.22% 78
2022
Q3 		$224K Buy
1,899
+12
+0.6% +$1.57K 0.19% 86
2022
Q2 		$266K Buy
+1,887
New +$255K 0.23% 81

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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

MRA Advisory Group's IBM Position: Q2 2026 in Review

MRA Advisory Group reduced its IBM (IBM) stake by 15% in Q2 2026, selling an estimated $74.6K and leaving 1,657 shares worth $466K. The position accounts for 0.17% of the portfolio, ranked #85.

MRA Advisory Group first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. The position peaked at $637K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MRA Advisory Group held 1,657 shares of IBM worth $466K as of Q2 2026.
  • MRA Advisory Group sold 296 IBM shares in Q2 2026, an estimated $74.6K.
  • IBM made up 0.17% of MRA Advisory Group's portfolio in Q2 2026, its #85 holding.
  • MRA Advisory Group first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • MRA Advisory Group's IBM position peaked at $637K in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.