Phoenix Wealth Advisors’s IBM IBM Stock Holding History

Phoenix 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	$748K	Buy	2,660 +434	+19%	+$109K	0.25%	65
2026 Q1	$540K	Hold	2,226	–	–	0.21%	78
2025 Q4	$659K	Sell	2,226 -6	-0.3%	-$1.8K	0.25%	69
2025 Q3	$630K	Buy	2,232 +1	+0%	+$262	0.24%	69
2025 Q2	$658K	Hold	2,231	–	–	0.28%	70
2025 Q1	$555K	Buy	2,231 +58	+3%	+$14.2K	0.24%	72
2024 Q4	$478K	Buy	2,173 +195	+10%	+$43.4K	0.21%	77
2024 Q3	$437K	Hold	1,978	–	–	0.2%	78
2024 Q2	$342K	Buy	1,978 +13	+0.7%	+$2.26K	0.17%	94
2024 Q1	$375K	Hold	1,965	–	–	0.23%	81
2023 Q4	$317K	Sell	1,965 -75	-4%	-$11.3K	0.22%	89
2023 Q3	$286K	Sell	2,040 -105	-5%	-$14.9K	0.17%	89
2023 Q2	$287K	Hold	2,145	–	–	0.17%	89
2023 Q1	$281K	Buy	2,145 +50	+2%	+$6.69K	0.17%	83
2022 Q4	$295K	Hold	2,095	–	–	0.18%	81
2022 Q3	$249K	Hold	2,095	–	–	0.25%	87
2022 Q2	$296K	Buy	+2,095	New	+$283K	0.29%	81
2022 Q1	–	Sell	-1,990	Closed	-$266K	–	109
2021 Q4	$266K	Buy	1,990 +212	+12%	+$26.6K	0.2%	96
2021 Q3	$236K	Hold	1,778	–	–	0.18%	101
2021 Q2	$236K	Hold	1,778	–	–	0.17%	108
2021 Q1	$226K	Sell	1,778 -105	-6%	-$12.6K	0.18%	106
2020 Q4	$227K	Buy	+1,883	New	+$218K	0.17%	99

Other funds holding IBM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Phoenix Wealth Advisors increased its IBM (IBM) stake by 19% in Q2 2026, buying an estimated $109K and bringing the position to 2,660 shares worth $748K. The position accounts for 0.25% of the portfolio, ranked #65.

Phoenix Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Phoenix Wealth Advisors held 2,660 shares of IBM worth $748K as of Q2 2026.
Phoenix Wealth Advisors bought 434 IBM shares in Q2 2026, an estimated $109K.
IBM made up 0.25% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Phoenix Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.