Provenance Wealth Advisors’s IBM IBM Stock Holding History

Provenance Wealth 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	$1.35M	Buy	4,788 +500	+12%	+$126K	0.13%	35
2026 Q1	$1.04M	Buy	4,288 +200	+5%	+$54.1K	0.11%	42
2025 Q4	$1.21M	Sell	4,088 -200	-5%	-$59.9K	0.13%	36
2025 Q3	$1.21M	Hold	4,288	–	–	0.16%	32
2025 Q2	$1.26M	Sell	4,288 -30	-0.7%	-$7.73K	0.18%	28
2025 Q1	$1.07M	Sell	4,318 -645	-13%	-$158K	0.15%	32
2024 Q4	$1.09M	Sell	4,963 -5,440	-52%	-$1.21M	0.14%	44
2024 Q3	$2.3M	Buy	10,403 +171	+2%	+$33.5K	0.29%	28
2024 Q2	$1.77M	Sell	10,232 -205	-2%	-$35.6K	0.25%	31
2024 Q1	$1.99M	Buy	10,437 +295	+3%	+$53.8K	0.28%	26
2023 Q4	$1.66M	Buy	10,142 +3,327	+49%	+$503K	0.22%	31
2023 Q3	$956K	Buy	+6,815	New	+$970K	0.15%	54

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

Provenance Wealth Advisors's IBM Position: Q2 2026 in Review

Provenance Wealth Advisors increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $126K and bringing the position to 4,788 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #35.

Provenance Wealth Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.3M in Q3 2024. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Provenance Wealth Advisors held 4,788 shares of IBM worth $1.35M as of Q2 2026.
Provenance Wealth Advisors bought 500 IBM shares in Q2 2026, an estimated $126K.
IBM made up 0.13% of Provenance Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Provenance Wealth Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's IBM position peaked at $2.3M in Q3 2024.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.