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Paladin Advisory Group’s IBM IBM Stock Holding History

Paladin 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
2023
Q1 		– Sell
-348
Closed -$49K – 360
2022
Q4 		$49K Hold
348
– – 0.04% 155
2022
Q3 		$41K Hold
348
– – 0.04% 162
2022
Q2 		$49K Buy
+348
New +$47K 0.04% 160
2022
Q1 		– Sell
-348
Closed -$46K – 371
2021
Q4 		$46K Buy
+348
New +$43.6K 0.04% 178

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Paladin Advisory Group held its IBM (IBM) position steady in Q2 2026 at 1,174 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #65.

Paladin Advisory Group first reported a position in IBM in Q1 2022 and has held it in 15 quarters since. 3,634 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Paladin Advisory Group held 1,174 shares of IBM worth $330K as of Q2 2026.
  • Paladin Advisory Group left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.22% of Paladin Advisory Group's portfolio in Q2 2026, its #65 holding.
  • Paladin Advisory Group first reported a position in IBM in Q1 2022 and has held it in 15 quarters since.
  • 3,634 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.