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Physician Wealth Advisors’s IBM IBM Stock Holding History

Physician 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 		$218K Buy
775
+121
+19% +$30.5K 0.03% 205
2026
Q1 		$158K Sell
654
-18
-3% -$4.87K 0.02% 218
2025
Q4 		$199K Buy
672
+29
+5% +$8.69K 0.03% 205
2025
Q3 		$181K Buy
643
+192
+43% +$50.3K 0.03% 207
2025
Q2 		$133K Buy
451
+19
+4% +$4.89K 0.02% 235
2025
Q1 		$107K Buy
432
+23
+6% +$5.63K 0.02% 243
2024
Q4 		$89.8K Buy
+409
New +$91.1K 0.02% 270
2023
Q1 		– Sell
-1,528
Closed -$216K – 153
2022
Q4 		$216K Buy
+1,528
New +$211K 0.06% 142
2022
Q3 		– Sell
-1,528
Closed -$202K – 150
2022
Q2 		$202K Buy
1,528
+1
+0.1% +$135 0.06% 145
2022
Q1 		$210K Sell
1,527
-1,454
-49% -$190K 0.06% 146
2021
Q4 		$402K Sell
2,981
-137
-4% -$17.2K 0.11% 98
2021
Q3 		$431K Hold
3,118
– – 0.12% 90
2021
Q2 		$420K Buy
+3,118
New +$426K 0.12% 91
2020
Q3 		– Sell
-4,011
Closed -$487K – 131
2020
Q2 		$487K Sell
4,011
-1,445
-26% -$168K 0.2% 72
2020
Q1 		$622K Buy
5,456
+1,151
+27% +$146K 0.31% 48
2019
Q4 		$562K Sell
4,305
-1,148
-21% -$149K 0.25% 56
2019
Q3 		$709K Buy
+5,453
New +$736K 0.35% 43

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

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

Physician Wealth Advisors increased its IBM (IBM) stake by 19% in Q2 2026, buying an estimated $30.5K and bringing the position to 775 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #205.

Physician Wealth Advisors first reported a position in IBM in Q3 2019 and has held it in 17 quarters since. The position peaked at $709K in Q3 2019. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Physician Wealth Advisors held 775 shares of IBM worth $218K as of Q2 2026.
  • Physician Wealth Advisors bought 121 IBM shares in Q2 2026, an estimated $30.5K.
  • IBM made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Physician Wealth Advisors first reported a position in IBM in Q3 2019 and has held it in 17 quarters since.
  • Physician Wealth Advisors's IBM position peaked at $709K in Q3 2019.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.