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ShankerValleau Wealth Advisors’s IBM IBM Stock Holding History

ShankerValleau 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 		$291K Hold
1,035
– – 0.08% 34
2026
Q1 		$251K Hold
1,035
– – 0.07% 35
2025
Q4 		$307K Hold
1,035
– – 0.08% 32
2025
Q3 		$292K Hold
1,035
– – 0.08% 33
2025
Q2 		$305K Hold
1,035
– – 0.09% 29
2025
Q1 		$257K Hold
1,035
– – 0.08% 31
2024
Q4 		$228K Hold
1,035
– – 0.07% 34
2024
Q3 		$229K Buy
+1,035
New +$203K 0.08% 28

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

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

ShankerValleau Wealth Advisors held its IBM (IBM) position steady in Q2 2026 at 1,035 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #34.

ShankerValleau Wealth Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $307K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • ShankerValleau Wealth Advisors held 1,035 shares of IBM worth $291K as of Q2 2026.
  • ShankerValleau Wealth Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.08% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • ShankerValleau Wealth Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • ShankerValleau Wealth Advisors's IBM position peaked at $307K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.