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Optivise Advisory Services’s IBM IBM Stock Holding History

Optivise Advisory Services’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 		$254K Buy
+903
New +$228K 0.13% 176
2026
Q1 		– Sell
-876
Closed -$260K – 202
2025
Q4 		$260K Buy
+876
New +$262K 0.15% 153

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Optivise Advisory Services's IBM Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in IBM (IBM) in Q2 2026: 903 shares worth $254K. The stake represents 0.13% of the portfolio and ranks #176 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in IBM as recently as Q4 2025.

Optivise Advisory Services first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $260K in Q4 2025. 1,294 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Optivise Advisory Services held 903 shares of IBM worth $254K as of Q2 2026.
  • IBM was a new Optivise Advisory Services position in Q2 2026.
  • IBM made up 0.13% of Optivise Advisory Services's portfolio in Q2 2026, its #176 holding.
  • Optivise Advisory Services first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • Optivise Advisory Services's IBM position peaked at $260K in Q4 2025.
  • 1,294 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.