Seven Mile Advisory’s IBM IBM Stock Holding History

Seven Mile Advisory’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	$226K	Sell	803 -366	-31%	-$92.2K	0.15%	134
2026 Q1	$283K	Sell	1,169 -2,175	-65%	-$589K	0.2%	107
2025 Q4	$991K	Buy	3,344 +234	+8%	+$70.1K	0.17%	69
2025 Q3	$877K	Buy	3,110 +1,325	+74%	+$347K	0.14%	78
2025 Q2	$526K	Buy	1,785 +104	+6%	+$26.8K	0.32%	59
2025 Q1	$418K	Buy	1,681 +114	+7%	+$27.9K	0.28%	74
2024 Q4	$344K	Buy	1,567 +649	+71%	+$145K	0.22%	91
2024 Q3	$203K	Buy	+918	New	+$180K	0.13%	157
2024 Q2	–	Sell	-1,938	Closed	-$370K	–	163
2024 Q1	$370K	Buy	1,938 +18	+0.9%	+$3.28K	0.28%	77
2023 Q4	$314K	Buy	1,920 +92	+5%	+$13.9K	0.27%	82
2023 Q3	$257K	Sell	1,828 -14	-0.8%	-$1.99K	0.27%	86
2023 Q2	$247K	Buy	+1,842	New	+$238K	0.29%	85

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Seven Mile Advisory's IBM Position: Q2 2026 in Review

Seven Mile Advisory reduced its IBM (IBM) stake by 31% in Q2 2026, selling an estimated $92.2K and leaving 803 shares worth $226K. The position accounts for 0.15% of the portfolio, ranked #134.

Seven Mile Advisory first reported a position in IBM in Q2 2023 and has held it in 12 quarters since. The position peaked at $991K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Seven Mile Advisory held 803 shares of IBM worth $226K as of Q2 2026.
Seven Mile Advisory sold 366 IBM shares in Q2 2026, an estimated $92.2K.
IBM made up 0.15% of Seven Mile Advisory's portfolio in Q2 2026, its #134 holding.
Seven Mile Advisory first reported a position in IBM in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's IBM position peaked at $991K in Q4 2025.
3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.