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Octavia Wealth Advisors’s IBM IBM Stock Holding History

Octavia 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 		– Sell
-894
Closed -$217K – 241
2026
Q1 		$217K Sell
894
-53
-6% -$14.3K 0.02% 215
2025
Q4 		$276K Sell
947
-43
-4% -$12.9K 0.03% 197
2025
Q3 		$279K Buy
990
+137
+16% +$35.9K 0.03% 207
2025
Q2 		$252K Sell
853
-158
-16% -$40.7K 0.03% 193
2025
Q1 		$251K Buy
+1,011
New +$247K 0.03% 191
2024
Q1 		– Sell
-1,490
Closed -$244K – 227
2023
Q4 		$244K Buy
+1,490
New +$225K 0.04% 195

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

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

Octavia Wealth Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 894 shares — an estimated $217K sold.

Octavia Wealth Advisors first reported a position in IBM in Q4 2023 and held it in 6 quarters. The position peaked at $279K in Q3 2025. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 894 IBM shares in Q2 2026, an estimated $217K.
  • Octavia Wealth Advisors first reported a position in IBM in Q4 2023 and held it in 6 quarters.
  • Octavia Wealth Advisors's IBM position peaked at $279K in Q3 2025.
  • 1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.