PAG
IBM icon

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 		– Sell
-200
Closed -$3.57K – 2693
2026
Q1 		$3.57K Buy
+200
New +$54.1K ﹤0.01% 2667
2025
Q3 		– Sell
-300
Closed -$763 – 2626
2025
Q2 		$763 Buy
+300
New +$77.3K ﹤0.01% 2464
2023
Q4 		– Sell
-7,200
Closed -$10.1K – 2358
2023
Q3 		$10.1K Buy
+7,200
New +$1.02M ﹤0.01% 2171

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 3,632 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.
  • 3,632 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.