Networth Advisors’s IBM IBM Stock Holding History

Networth 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	$28.1K	Hold	100	–	–	0.02%	123
2026 Q1	$24.2K	Buy	+100	New	+$27.1K	0.02%	124

Other funds holding IBM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Networth Advisors's IBM Position: Q2 2026 in Review

Networth Advisors held its IBM (IBM) position steady in Q2 2026 at 100 shares worth $28.1K. The position accounts for 0.02% of the portfolio, ranked #123.

Networth Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 2,268 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Networth Advisors held 100 shares of IBM worth $28.1K as of Q2 2026.
Networth Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.02% of Networth Advisors's portfolio in Q2 2026, its #123 holding.
Networth Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
2,268 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.