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Scarborough Advisors’s IBM IBM Stock Holding History

Scarborough 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 		$229K Sell
841
-234
-22% -$59K 0.03% 134
2026
Q1 		$261K Buy
+1,075
New +$291K 0.03% 127
2025
Q2 		– Sell
-879
Closed -$219K – 475
2025
Q1 		$219K Buy
+879
New +$215K 0.03% 113
2024
Q1 		– Sell
-874
Closed -$143K – 523
2023
Q4 		$143K Buy
+874
New +$132K 0.03% 90

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Scarborough Advisors's IBM Position: Q2 2026 in Review

Scarborough Advisors reduced its IBM (IBM) stake by 22% in Q2 2026, selling an estimated $59K and leaving 841 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #134.

Scarborough Advisors first reported a position in IBM in Q4 2023 and has held it in 4 quarters since. The position peaked at $261K in Q1 2026. 953 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Scarborough Advisors held 841 shares of IBM worth $229K as of Q2 2026.
  • Scarborough Advisors sold 234 IBM shares in Q2 2026, an estimated $59K.
  • IBM made up 0.03% of Scarborough Advisors's portfolio in Q2 2026, its #134 holding.
  • Scarborough Advisors first reported a position in IBM in Q4 2023 and has held it in 4 quarters since.
  • Scarborough Advisors's IBM position peaked at $261K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.