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Powell Investment Advisors’s IBM IBM Stock Holding History

Powell Investment 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 		$1.29M Buy
4,588
+2
+0% +$504 0.41% 33
2026
Q1 		$1.11M Buy
4,586
+2
+0% +$541 0.38% 37
2025
Q4 		$1.36M Buy
4,584
+2
+0% +$599 0.47% 31
2025
Q3 		$1.29M Buy
4,582
+2
+0% +$524 0.45% 31
2025
Q2 		$1.35M Buy
4,580
+2
+0% +$515 0.51% 29
2025
Q1 		$1.14M Buy
4,578
+2
+0% +$489 0.56% 26
2024
Q4 		$1.01M Buy
4,576
+2
+0% +$445 0.47% 32
2024
Q3 		$1.01M Buy
4,574
+2
+0% +$392 0.47% 35
2024
Q2 		$791K Buy
4,572
+3
+0.1% +$521 0.41% 41
2024
Q1 		$872K Sell
4,569
-10
-0.2% -$1.82K 0.46% 35
2023
Q4 		$749K Buy
4,579
+3
+0.1% +$453 0.41% 42
2023
Q3 		$642K Sell
4,576
-491
-10% -$69.9K 0.39% 45
2023
Q2 		$678K Buy
5,067
+3
+0.1% +$387 0.4% 42
2023
Q1 		$664K Sell
5,064
-35
-0.7% -$4.68K 0.37% 47
2022
Q4 		$718K Buy
5,099
+54
+1% +$7.45K 0.42% 41
2022
Q3 		$599K Buy
5,045
+1,199
+31% +$157K 0.39% 45
2022
Q2 		$543K Buy
3,846
+1,999
+108% +$270K 0.33% 47
2022
Q1 		$240K Buy
1,847
+1
+0.1% +$130 0.14% 90
2021
Q4 		$247K Sell
1,846
-84
-4% -$10.5K 0.14% 90
2021
Q3 		$256K Buy
1,930
+1
+0.1% +$134 0.16% 86
2021
Q2 		$270K Buy
1,929
+1
+0.1% +$137 0.17% 86
2021
Q1 		$246K Buy
1,928
+1
+0.1% +$120 0.16% 86
2020
Q4 		$232K Buy
1,927
+1
+0.1% +$116 0.18% 79
2020
Q3 		$224K Buy
1,926
+1
+0.1% +$118 0.19% 82
2020
Q2 		$222K Buy
1,925
+1
+0.1% +$116 0.21% 84
2020
Q1 		$204K Buy
1,924
+1
+0.1% +$126 0.25% 85
2019
Q4 		$246K Buy
+1,923
New +$250K 0.26% 83

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Powell Investment Advisors's IBM Position: Q2 2026 in Review

Powell Investment Advisors increased its IBM (IBM) stake by 0.04% in Q2 2026, buying an estimated $504 and bringing the position to 4,588 shares worth $1.29M. The position accounts for 0.41% of the portfolio, ranked #33.

Powell Investment Advisors first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Powell Investment Advisors held 4,588 shares of IBM worth $1.29M as of Q2 2026.
  • Powell Investment Advisors bought 2 IBM shares in Q2 2026, an estimated $504.
  • IBM made up 0.41% of Powell Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Powell Investment Advisors first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Powell Investment Advisors's IBM position peaked at $1.36M in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.