Professional Financial Advisors’s IBM IBM Stock Holding History

Professional Financial 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	–	Sell	-1,237	Closed	-$300K	–	152
2026 Q1	$300K	Buy	1,237 +51	+4%	+$13.8K	0.06%	109
2025 Q4	$351K	Hold	1,186	–	–	0.07%	96
2025 Q3	$335K	Hold	1,186	–	–	0.07%	97
2025 Q2	$350K	Hold	1,186	–	–	0.08%	90
2025 Q1	$295K	Hold	1,186	–	–	0.07%	90
2024 Q4	$261K	Buy	1,186 +7	+0.6%	+$1.56K	0.07%	95
2024 Q3	$261K	Buy	1,179 +7	+0.6%	+$1.37K	0.07%	95
2024 Q2	$203K	Hold	1,172	–	–	0.06%	100
2024 Q1	$224K	Buy	+1,172	New	+$214K	0.06%	97
2022 Q4	–	Sell	-1,172	Closed	-$139K	–	248
2022 Q3	$139K	Hold	1,172	–	–	0.09%	87
2022 Q2	$165K	Hold	1,172	–	–	0.09%	82
2022 Q1	$152K	Hold	1,172	–	–	0.07%	85
2021 Q4	$157K	Sell	1,172 -54	-4%	-$6.77K	0.07%	107
2021 Q3	$163K	Hold	1,226	–	–	0.09%	92
2021 Q2	$171K	Buy	1,226 +180	+17%	+$24.6K	0.09%	96
2021 Q1	$133K	Hold	1,046	–	–	0.08%	97
2020 Q4	$126K	Hold	1,046	–	–	0.1%	88
2020 Q3	$112K	Buy	+1,046	New	+$123K	0.1%	91

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Professional Financial Advisors's IBM Position: Q2 2026 in Review

Professional Financial Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 1,237 shares — an estimated $300K sold.

Professional Financial Advisors first reported a position in IBM in Q3 2020 and held it in 18 quarters. The position peaked at $351K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Professional Financial Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Professional Financial Advisors sold 1,237 IBM shares in Q2 2026, an estimated $300K.
Professional Financial Advisors first reported a position in IBM in Q3 2020 and held it in 18 quarters.
Professional Financial Advisors's IBM position peaked at $351K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.