Private Advisor Group’s IBM IBM Stock Holding History

Private Advisor 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	$38.3M	Sell	136,253 -33,956	-20%	-$8.56M	0.18%	127
2026 Q1	$41.3M	Sell	170,209 -6,251	-4%	-$1.69M	0.19%	110
2025 Q4	$52.3M	Buy	176,460 +5,840	+3%	+$1.75M	0.25%	80
2025 Q3	$48.1M	Sell	170,620 -6,227	-4%	-$1.63M	0.24%	91
2025 Q2	$52.1M	Buy	176,847 +4,056	+2%	+$1.04M	0.28%	70
2025 Q1	$43M	Sell	172,791 -116,065	-40%	-$28.4M	0.26%	83
2024 Q4	$63.5M	Buy	288,856 +122,600	+74%	+$27.3M	0.36%	52
2024 Q3	$36.8M	Sell	166,256 -5,848	-3%	-$1.15M	0.23%	92
2024 Q2	$29.7M	Buy	172,104 +7,183	+4%	+$1.25M	0.2%	99
2024 Q1	$31.5M	Buy	164,921 +8,705	+6%	+$1.59M	0.23%	95
2023 Q4	$25.5M	Buy	156,216 +10,671	+7%	+$1.61M	0.2%	105
2023 Q3	$20.4M	Buy	145,545 +7,900	+6%	+$1.12M	0.18%	110
2023 Q2	$18.7M	Buy	137,645 +15,430	+13%	+$1.99M	0.16%	127
2023 Q1	$16M	Buy	122,215 +2,917	+2%	+$390K	0.15%	141
2022 Q4	$3.45M	Buy	119,298 +8,714	+8%	+$1.2M	0.17%	125
2022 Q3	$13.1M	Sell	110,584 -9,263	-8%	-$1.22M	0.15%	143
2022 Q2	$16.9M	Buy	119,847 +7,739	+7%	+$1.04M	0.15%	143
2022 Q1	$14.6M	Buy	112,108 +5,237	+5%	+$683K	0.11%	185
2021 Q4	$14.3M	Sell	106,871 -57,282	-35%	-$7.18M	0.11%	189
2021 Q3	$21.8M	Buy	164,153 +44,994	+38%	+$6.01M	0.14%	150
2021 Q2	$16.7M	Buy	119,159 +16,748	+16%	+$2.29M	0.15%	144
2021 Q1	$13M	Sell	102,411 -12,482	-11%	-$1.49M	0.12%	171
2020 Q4	$13.8M	Buy	114,893 +11,345	+11%	+$1.31M	0.14%	150
2020 Q3	$12M	Buy	103,548 +2,493	+2%	+$294K	0.16%	134
2020 Q2	$11.7M	Buy	101,055 +1,298	+1%	+$151K	0.16%	129
2020 Q1	$10.6M	Buy	99,757 +2,755	+3%	+$348K	0.19%	116
2019 Q4	$12.4M	Buy	97,002 +9,265	+11%	+$1.2M	0.19%	121
2019 Q3	$12M	Buy	87,737 +16,326	+23%	+$2.2M	0.19%	121
2019 Q2	$9.41M	Buy	71,411 +9,834	+16%	+$1.29M	0.17%	138
2019 Q1	$8.3M	Sell	61,577 -7,293	-11%	-$930K	0.16%	138
2018 Q4	$7.49M	Buy	68,870 +3,375	+5%	+$405K	0.18%	121
2018 Q3	$9.47M	Buy	65,495 +12,460	+23%	+$1.74M	0.19%	119
2018 Q2	$7.09M	Buy	53,035 +28,804	+119%	+$4.02M	0.12%	84
2018 Q1	$3.55M	Sell	24,231 -32,336	-57%	-$4.89M	0.14%	158
2017 Q4	$8.72M	Sell	56,567 -20,532	-27%	-$2.99M	0.37%	59
2017 Q3	$10.8M	Buy	77,099 +17,286	+29%	+$2.41M	0.27%	91
2017 Q2	$8.77M	Sell	59,813 -24,047	-29%	-$3.63M	0.24%	102
2017 Q1	$12.3M	Buy	83,860 +20,502	+32%	+$3.44M	0.34%	61
2016 Q4	$10.2M	Buy	63,358 +8,138	+15%	+$1.24M	0.33%	71
2016 Q3	$8.28M	Buy	55,220 +3,016	+6%	+$458K	0.34%	69
2016 Q2	$8M	Sell	52,204 -15,586	-23%	-$2.23M	0.32%	73
2016 Q1	$10.2M	Buy	67,790 +3,147	+5%	+$402K	0.49%	39
2015 Q4	$8.51M	Sell	64,643 -2,615	-4%	-$351K	0.41%	51
2015 Q3	$9.32M	Buy	67,258 +29,874	+80%	+$4.41M	0.51%	42
2015 Q2	$5.81M	Buy	37,384 +4,622	+14%	+$743K	0.28%	70
2015 Q1	$5.03M	Buy	32,762 +3,292	+11%	+$499K	0.29%	69
2014 Q4	$4.52M	Buy	29,470 +1,323	+5%	+$210K	0.29%	77
2014 Q3	$5.11M	Buy	28,147 +1,135	+4%	+$207K	0.35%	62
2014 Q2	$4.68M	Buy	27,012 +4,433	+20%	+$798K	0.4%	55
2014 Q1	$4.16M	Sell	22,579 -1,270	-5%	-$224K	0.44%	50
2013 Q4	$4.28M	Buy	+23,849	New	+$4.11M	0.48%	40

Other funds holding IBM

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Private Advisor Group's IBM Position: Q2 2026 in Review

Private Advisor Group reduced its IBM (IBM) stake by 20% in Q2 2026, selling an estimated $8.56M and leaving 136,253 shares worth $38.3M. The position accounts for 0.18% of the portfolio, ranked #127.

Private Advisor Group first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $63.5M in Q4 2024. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Private Advisor Group held 136,253 shares of IBM worth $38.3M as of Q2 2026.
Private Advisor Group sold 33,956 IBM shares in Q2 2026, an estimated $8.56M.
IBM made up 0.18% of Private Advisor Group's portfolio in Q2 2026, its #127 holding.
Private Advisor Group first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
Private Advisor Group's IBM position peaked at $63.5M in Q4 2024.
1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.