Powers Advisory Group’s IBM IBM Stock Holding History

Powers 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
2026 Q2	$220K	Buy	+783	New	+$197K	0.07%	126
2026 Q1	–	Sell	-697	Closed	-$206K	–	127
2025 Q4	$206K	Sell	697 -18	-3%	-$5.39K	0.08%	124
2025 Q3	$202K	Sell	715 -62	-8%	-$16.2K	0.08%	121
2025 Q2	$229K	Buy	+777	New	+$200K	0.1%	109
2024 Q2	–	Sell	-1,066	Closed	-$204K	–	98
2024 Q1	$204K	Buy	+1,066	New	+$194K	0.12%	94
2022 Q3	–	Sell	-1,440	Closed	-$203K	–	94
2022 Q2	$203K	Buy	+1,440	New	+$194K	0.16%	91
2022 Q1	–	Sell	-1,512	Closed	-$202K	–	92
2021 Q4	$202K	Buy	+1,512	New	+$190K	0.14%	91

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Powers Advisory Group opened a new position in IBM (IBM) in Q2 2026: 783 shares worth $220K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings. This is a return to the name: Powers Advisory Group previously reported a position in IBM as recently as Q4 2025.

Powers Advisory Group first reported a position in IBM in Q4 2021 and has held it in 7 quarters since. The position peaked at $229K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Powers Advisory Group held 783 shares of IBM worth $220K as of Q2 2026.
IBM was a new Powers Advisory Group position in Q2 2026.
IBM made up 0.07% of Powers Advisory Group's portfolio in Q2 2026, its #126 holding.
Powers Advisory Group first reported a position in IBM in Q4 2021 and has held it in 7 quarters since.
Powers Advisory Group's IBM position peaked at $229K in Q2 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.