NAG
IBM icon

Northstar Advisory Group’s IBM IBM Stock Holding History

Northstar 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 		$700K Buy
2,488
+14
+0.6% +$3.53K 0.22% 72
2026
Q1 		$600K Sell
2,474
-1,272
-34% -$344K 0.22% 75
2025
Q4 		$1.11M Buy
3,746
+28
+0.8% +$8.39K 0.39% 59
2025
Q3 		$1.05M Buy
3,718
+428
+13% +$112K 0.43% 56
2025
Q2 		$970K Buy
3,290
+735
+29% +$189K 0.47% 49
2025
Q1 		$635K Buy
2,555
+1
+0% +$245 0.42% 53
2024
Q4 		$561K Sell
2,554
-195
-7% -$43.4K 0.29% 64
2024
Q3 		$608K Sell
2,749
-41
-1% -$8.04K 0.32% 63
2024
Q2 		$483K Sell
2,790
-31
-1% -$5.39K 0.28% 62
2024
Q1 		$469K Buy
2,821
+40
+1% +$7.3K 0.28% 60
2023
Q4 		$455K Buy
2,781
+1
+0% +$151 0.27% 58
2023
Q3 		$390K Buy
2,780
+23
+0.8% +$3.27K 0.28% 62
2023
Q2 		$369K Sell
2,757
-37
-1% -$4.78K 0.24% 63
2023
Q1 		$366K Sell
2,794
-158
-5% -$21.1K 0.27% 60
2022
Q4 		$416K Sell
2,952
-153
-5% -$21.1K 0.33% 61
2022
Q3 		$369K Buy
3,105
+40
+1% +$5.25K 0.33% 57
2022
Q2 		$433K Buy
3,065
+37
+1% +$4.99K 0.32% 45
2022
Q1 		$394K Buy
3,028
+913
+43% +$119K 0.25% 77
2021
Q4 		$283K Buy
+2,115
New +$265K 0.17% 86

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Northstar Advisory Group increased its IBM (IBM) stake by 0.57% in Q2 2026, buying an estimated $3.53K and bringing the position to 2,488 shares worth $700K. The position accounts for 0.22% of the portfolio, ranked #72.

Northstar Advisory Group first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Northstar Advisory Group held 2,488 shares of IBM worth $700K as of Q2 2026.
  • Northstar Advisory Group bought 14 IBM shares in Q2 2026, an estimated $3.53K.
  • IBM made up 0.22% of Northstar Advisory Group's portfolio in Q2 2026, its #72 holding.
  • Northstar Advisory Group first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Northstar Advisory Group's IBM position peaked at $1.11M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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