Professional Advisory Services’s IBM IBM Stock Holding History

Professional Advisory Services’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	$825K	Hold	2,933	–	–	0.1%	51
2026 Q1	$711K	Hold	2,933	–	–	0.1%	50
2025 Q4	$869K	Hold	2,933	–	–	0.11%	47
2025 Q3	$828K	Hold	2,933	–	–	0.11%	48
2025 Q2	$865K	Hold	2,933	–	–	0.12%	44
2025 Q1	$729K	Hold	2,933	–	–	0.1%	47
2024 Q4	$645K	Hold	2,933	–	–	0.09%	47
2024 Q3	$648K	Hold	2,933	–	–	0.09%	48
2024 Q2	$507K	Hold	2,933	–	–	0.07%	52
2024 Q1	$560K	Hold	2,933	–	–	0.08%	50
2023 Q4	$480K	Hold	2,933	–	–	0.07%	49
2023 Q3	$411K	Sell	2,933 -850	-22%	-$121K	0.07%	49
2023 Q2	$506K	Sell	3,783 -80	-2%	-$10.3K	0.08%	48
2023 Q1	$506K	Hold	3,863	–	–	0.08%	50
2022 Q4	$544K	Hold	3,863	–	–	0.09%	50
2022 Q3	$459K	Hold	3,863	–	–	0.08%	48
2022 Q2	$545K	Hold	3,863	–	–	0.09%	45
2022 Q1	$502K	Buy	3,863 +680	+21%	+$88.7K	0.07%	53
2021 Q4	$425K	Sell	3,183 -570	-15%	-$71.5K	0.06%	56
2021 Q3	$498K	Buy	3,753 +146	+4%	+$19.5K	0.07%	47
2021 Q2	$505K	Buy	3,607 +455	+14%	+$62.2K	0.07%	46
2021 Q1	$402K	Hold	3,152	–	–	0.06%	50
2020 Q4	$379K	Hold	3,152	–	–	0.06%	47
2020 Q3	$367K	Hold	3,152	–	–	0.07%	46
2020 Q2	$364K	Hold	3,152	–	–	0.07%	45
2020 Q1	$334K	Hold	3,152	–	–	0.08%	44
2019 Q4	$404K	Hold	3,152	–	–	0.07%	48
2019 Q3	$438K	Sell	3,152 -889	-22%	-$120K	0.08%	46
2019 Q2	$533K	Buy	4,041 +560	+16%	+$73.6K	0.1%	43
2019 Q1	$470K	Hold	3,481	–	–	0.09%	44
2018 Q4	$378K	Hold	3,481	–	–	0.08%	46
2018 Q3	$503K	Sell	3,481 -554	-14%	-$77.4K	0.1%	43
2018 Q2	$539K	Sell	4,035 -230	-5%	-$32.1K	0.11%	40
2018 Q1	$626K	Sell	4,265 -23	-0.5%	-$3.48K	0.14%	38
2017 Q4	$629K	Sell	4,288 -146	-3%	-$21.2K	0.13%	39
2017 Q3	$615K	Sell	4,434 -298	-6%	-$41.5K	0.13%	38
2017 Q2	$696K	Hold	4,732	–	–	0.15%	38
2017 Q1	$788K	Sell	4,732 -620	-12%	-$104K	0.17%	36
2016 Q4	$849K	Hold	5,352	–	–	0.2%	36
2016 Q3	$813K	Sell	5,352 -615	-10%	-$93.3K	0.19%	36
2016 Q2	$866K	Sell	5,967 -367	-6%	-$52.5K	0.2%	37
2016 Q1	$917K	Hold	6,334	–	–	0.22%	36
2015 Q4	$833K	Sell	6,334 -742	-10%	-$99.7K	0.2%	37
2015 Q3	$981K	Sell	7,076 -220	-3%	-$32.5K	0.25%	36
2015 Q2	$1.14M	Sell	7,296 -664	-8%	-$107K	0.27%	34
2015 Q1	$1.22M	Hold	7,960	–	–	0.29%	32
2014 Q4	$1.22M	Sell	7,960 -1,114	-12%	-$177K	0.28%	34
2014 Q3	$1.65M	Sell	9,074 -366	-4%	-$66.7K	0.4%	34
2014 Q2	$1.64M	Hold	9,440	–	–	0.4%	34
2014 Q1	$1.74M	Buy	9,440 +8,237	+685%	+$1.45M	0.43%	33
2013 Q4	$216K	Hold	1,203	–	–	0.06%	44
2013 Q3	$213K	Hold	1,203	–	–	0.06%	40
2013 Q2	$220K	Buy	+1,203	New	+$234K	0.07%	41

Other funds holding IBM

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

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

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Professional Advisory Services's IBM Position: Q2 2026 in Review

Professional Advisory Services held its IBM (IBM) position steady in Q2 2026 at 2,933 shares worth $825K. The position accounts for 0.1% of the portfolio, ranked #51.

Professional Advisory Services first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.74M in Q1 2014. 818 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Professional Advisory Services held 2,933 shares of IBM worth $825K as of Q2 2026.
Professional Advisory Services left its IBM share count unchanged in Q2 2026.
IBM made up 0.1% of Professional Advisory Services's portfolio in Q2 2026, its #51 holding.
Professional Advisory Services first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Professional Advisory Services's IBM position peaked at $1.74M in Q1 2014.
818 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.