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Register Financial Advisors’s IBM IBM Stock Holding History

Register 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 		$2.57M Buy
9,153
+2,252
+33% +$567K 0.79% 34
2026
Q1 		$1.67M Sell
6,901
-136
-2% -$36.8K 0.62% 53
2025
Q4 		$2.08M Buy
7,037
+63
+0.9% +$18.9K 0.81% 34
2025
Q3 		$1.97M Buy
6,974
+2
+0% +$524 0.77% 37
2025
Q2 		$2.06M Buy
6,972
+734
+12% +$189K 0.9% 32
2025
Q1 		$1.55M Buy
6,238
+2
+0% +$489 0.81% 34
2024
Q4 		$1.37M Sell
6,236
-48
-0.8% -$10.7K 0.69% 43
2024
Q3 		$1.39M Buy
6,284
+2
+0% +$392 0.71% 39
2024
Q2 		$1.09M Buy
6,282
+781
+14% +$136K 0.55% 46
2024
Q1 		$1.05M Buy
5,501
+610
+12% +$111K 0.55% 48
2023
Q4 		$800K Sell
4,891
-325
-6% -$49.1K 0.54% 54
2023
Q3 		$732K Sell
5,216
-193
-4% -$27.5K 0.54% 52
2023
Q2 		$724K Sell
5,409
-322
-6% -$41.6K 0.52% 53
2023
Q1 		$751K Buy
5,731
+2,513
+78% +$336K 0.59% 42
2022
Q4 		$453K Buy
+3,218
New +$444K 0.29% 85

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Register Financial Advisors increased its IBM (IBM) stake by 33% in Q2 2026, buying an estimated $567K and bringing the position to 9,153 shares worth $2.57M. The position accounts for 0.79% of the portfolio, ranked #34.

Register Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Register Financial Advisors held 9,153 shares of IBM worth $2.57M as of Q2 2026.
  • Register Financial Advisors bought 2,252 IBM shares in Q2 2026, an estimated $567K.
  • IBM made up 0.79% of Register Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Register Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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