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Prospera Financial Services’s IBM IBM Stock Holding History

Prospera Financial 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 		$12.4M Sell
44,175
-5,070
-10% -$1.28M 0.18% 124
2026
Q1 		$11.9M Sell
49,245
-48,937
-50% -$13.2M 0.19% 119
2025
Q4 		$29.1M Sell
98,182
-960
-1% -$288K 0.48% 36
2025
Q3 		$28M Sell
99,142
-4,736
-5% -$1.24M 0.48% 37
2025
Q2 		$30.6M Buy
103,878
+3,426
+3% +$883K 0.57% 30
2025
Q1 		$25M Buy
100,452
+8,041
+9% +$1.97M 0.57% 32
2024
Q4 		$20.3M Buy
92,411
+13,819
+18% +$3.08M 0.47% 43
2024
Q3 		$17.4M Buy
78,592
+6,009
+8% +$1.18M 0.44% 53
2024
Q2 		$12.6M Buy
72,583
+23,357
+47% +$4.06M 0.35% 61
2024
Q1 		$9.4M Buy
49,226
+26,355
+115% +$4.81M 0.28% 74
2023
Q4 		$3.74M Buy
22,871
+1,120
+5% +$169K 0.12% 189
2023
Q3 		$3.05M Buy
21,751
+260
+1% +$37K 0.12% 191
2023
Q2 		$2.88M Buy
21,491
+313
+1% +$40.4K 0.11% 208
2023
Q1 		$2.78M Sell
21,178
-447
-2% -$59.8K 0.11% 218
2022
Q4 		$3.05M Sell
21,625
-78
-0.4% -$10.8K 0.15% 160
2022
Q3 		$2.58M Sell
21,703
-20,155
-48% -$2.65M 0.13% 192
2022
Q2 		$5.91M Buy
41,858
+19,127
+84% +$2.58M 0.3% 72
2022
Q1 		$2.96M Buy
22,731
+5,715
+34% +$745K 0.12% 204
2021
Q4 		$2.28M Sell
17,016
-150
-0.9% -$18.8K 0.1% 243
2021
Q3 		$2.28M Sell
17,166
-426
-2% -$56.9K 0.11% 219
2021
Q2 		$2.47M Buy
17,592
+1,259
+8% +$172K 0.12% 209
2021
Q1 		$2.08M Buy
16,333
+1,485
+10% +$178K 0.12% 212
2020
Q4 		$1.79M Buy
14,848
+11,472
+340% +$1.33M 0.12% 205
2020
Q3 		$391K Sell
3,376
-12,107
-78% -$1.43M 0.15% 124
2020
Q2 		$1.7M Buy
15,483
+1,298
+9% +$151K 0.15% 174
2020
Q1 		$1.5M Sell
14,185
-785
-5% -$99.3K 0.16% 152
2019
Q4 		$1.92M Buy
14,970
+2,517
+20% +$327K 0.15% 176
2019
Q3 		$1.73M Buy
12,453
+179
+1% +$24.1K 0.18% 116
2019
Q2 		$1.63M Sell
12,274
-346
-3% -$45.5K 0.18% 117
2019
Q1 		$1.73M Buy
12,620
+3,657
+41% +$466K 0.57% 47
2018
Q4 		$977K Buy
8,963
+1,118
+14% +$134K 0.2% 114
2018
Q3 		$1.06M Sell
7,845
-938
-11% -$131K 0.2% 118
2018
Q2 		$1.18M Buy
8,783
+918
+12% +$128K 0.16% 122
2018
Q1 		$1.16M Buy
7,865
+3,137
+66% +$475K 0.16% 125
2017
Q4 		$698K Buy
4,728
+1,051
+29% +$153K 0.11% 162
2017
Q3 		$511K Buy
3,677
+612
+20% +$85.3K 0.08% 233
2017
Q2 		$449K Sell
3,065
-969
-24% -$146K 0.07% 236
2017
Q1 		$670K Sell
4,034
-378
-9% -$63.4K 0.12% 149
2016
Q4 		$704K Sell
4,412
-562
-11% -$85.6K 0.14% 134
2016
Q3 		$756K Buy
4,974
+1,712
+52% +$260K 0.15% 123
2016
Q2 		$473K Buy
3,262
+984
+43% +$141K 0.1% 173
2016
Q1 		$326K Sell
2,278
-784
-26% -$100K 0.07% 202
2015
Q4 		$403K Sell
3,062
-1,125
-27% -$151K 0.09% 153
2015
Q3 		$537K Buy
4,187
+653
+18% +$96.4K 0.14% 106
2015
Q2 		$501K Sell
3,534
-95
-3% -$15.3K 0.12% 135
2015
Q1 		$483K Sell
3,629
-818
-18% -$124K 0.11% 146
2014
Q4 		$682K Sell
4,447
-556
-11% -$88.5K 0.17% 97
2014
Q3 		$781K Sell
5,003
-15
-0.3% -$2.73K 0.21% 75
2014
Q2 		$870K Buy
5,018
+648
+15% +$117K 0.24% 70
2014
Q1 		$675K Buy
4,370
+1,499
+52% +$264K 0.21% 65
2013
Q4 		$515K Sell
2,871
-5,601
-66% -$966K 0.17% 95
2013
Q3 		$1.51M Buy
8,472
+272
+3% +$49.4K 0.57% 43
2013
Q2 		$1.5M Buy
+8,200
New +$1.6M 0.69% 41

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Prospera Financial Services's IBM Position: Q2 2026 in Review

Prospera Financial Services reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $1.28M and leaving 44,175 shares worth $12.4M. The position accounts for 0.18% of the portfolio, ranked #124.

Prospera Financial Services first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.6M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Prospera Financial Services held 44,175 shares of IBM worth $12.4M as of Q2 2026.
  • Prospera Financial Services sold 5,070 IBM shares in Q2 2026, an estimated $1.28M.
  • IBM made up 0.18% of Prospera Financial Services's portfolio in Q2 2026, its #124 holding.
  • Prospera Financial Services first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Prospera Financial Services's IBM position peaked at $30.6M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.