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Net Worth Advisory Group’s IBM IBM Stock Holding History

Net Worth 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 		– Sell
-1,705
Closed -$413K – 434
2026
Q1 		$413K Buy
1,705
+5
+0.3% +$1.35K 0.09% 228
2025
Q4 		$503K Buy
+1,700
New +$509K 0.1% 209
2025
Q3 		– Sell
-1,710
Closed -$504K – 440
2025
Q2 		$504K Buy
+1,710
New +$441K 0.11% 193

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Net Worth Advisory Group's IBM Position: Q2 2026 in Review

Net Worth Advisory Group sold out of IBM (IBM) in Q2 2026, closing a stake of 1,705 shares — an estimated $413K sold.

Net Worth Advisory Group first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $504K in Q2 2025. 1,943 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Net Worth Advisory Group reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,705 IBM shares in Q2 2026, an estimated $413K.
  • Net Worth Advisory Group first reported a position in IBM in Q2 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's IBM position peaked at $504K in Q2 2025.
  • 1,943 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.