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Sequoia Financial Advisors’s IBM IBM Stock Holding History

Sequoia 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
Q1 		– Hold
0
– -$59.2K – 1997
2025
Q4 		– Hold
0
– – – 1893

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

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

Sequoia Financial Advisors increased its IBM (IBM) stake by 6.9% in Q2 2026, buying an estimated $3.57M and bringing the position to 221,104 shares worth $62.2M. The position accounts for 0.31% of the portfolio, ranked #61.

Sequoia Financial Advisors first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sequoia Financial Advisors held 221,104 shares of IBM worth $62.2M as of Q2 2026.
  • Sequoia Financial Advisors bought 14,178 IBM shares in Q2 2026, an estimated $3.57M.
  • IBM made up 0.31% of Sequoia Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Sequoia Financial Advisors first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.