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Signature Estate & Investment Advisors’s IBM IBM Stock Holding History

Signature Estate & Investment 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 		$1.7M Sell
6,035
-669
-10% -$169K 0.03% 194
2026
Q1 		$1.63M Sell
6,704
-137
-2% -$37.1K 0.03% 194
2025
Q4 		$2.03M Sell
6,841
-410
-6% -$123K 0.04% 164
2025
Q3 		$2.05M Sell
7,251
-291
-4% -$76.2K 0.04% 162
2025
Q2 		$2.22M Sell
7,542
-101
-1% -$26K 0.05% 145
2025
Q1 		$1.9M Sell
7,643
-128
-2% -$31.3K 0.05% 145
2024
Q4 		$1.71M Buy
7,771
+29
+0.4% +$6.46K 0.04% 156
2024
Q3 		$1.71M Sell
7,742
-717
-8% -$141K 0.04% 148
2024
Q2 		$1.46M Buy
8,459
+6,393
+309% +$1.11M 0.04% 155
2024
Q1 		$395K Sell
2,066
-68
-3% -$12.4K 0.01% 127
2023
Q4 		$349K Buy
2,134
+511
+31% +$77.2K 0.01% 140
2023
Q3 		$228K Buy
1,623
+16
+1% +$2.28K 0.01% 161
2023
Q2 		$215K Buy
+1,607
New +$207K 0.01% 166
2022
Q4 		– Sell
-2,177
Closed -$259K – 183
2022
Q3 		$259K Sell
2,177
-178
-8% -$23.4K 0.01% 142
2022
Q2 		$332K Buy
2,355
+372
+19% +$50.2K 0.02% 133
2022
Q1 		$258K Buy
1,983
+30
+2% +$3.91K 0.01% 146
2021
Q4 		$261K Sell
1,953
-168
-8% -$21.1K 0.01% 148
2021
Q3 		$282K Sell
2,121
-21
-1% -$2.81K 0.01% 140
2021
Q2 		$301K Buy
2,142
+192
+10% +$26.3K 0.01% 135
2021
Q1 		$248K Sell
1,950
-1,457
-43% -$174K 0.01% 147
2020
Q4 		$410K Buy
3,407
+241
+8% +$27.9K 0.02% 117
2020
Q3 		$368K Buy
3,166
+1,275
+67% +$150K 0.02% 117
2020
Q2 		$218K Buy
+1,891
New +$220K 0.02% 131
2020
Q1 		– Sell
-2,205
Closed -$283K – 143
2019
Q4 		$283K Sell
2,205
-75
-3% -$9.75K 0.02% 136
2019
Q3 		$317K Buy
2,280
+232
+11% +$31.3K 0.02% 128
2019
Q2 		$270K Hold
2,048
– – 0.02% 134
2019
Q1 		$276K Sell
2,048
-52
-2% -$6.63K 0.02% 135
2018
Q4 		$228K Hold
2,100
– – 0.02% 137
2018
Q3 		$304K Sell
2,100
-11
-0.5% -$1.54K 0.03% 110
2018
Q2 		$282K Sell
2,111
-10
-0.5% -$1.4K 0.03% 121
2018
Q1 		$311K Sell
2,121
-286
-12% -$43.3K 0.03% 119
2017
Q4 		$353K Buy
+2,407
New +$350K 0.04% 121
2017
Q2 		– Sell
-795
Closed -$132K – 160
2017
Q1 		$132K Sell
795
-61
-7% -$10.2K 0.02% 164
2016
Q4 		$136K Buy
+856
New +$130K 0.02% 139
2016
Q3 		– Sell
-1,011
Closed -$147K – 164
2016
Q2 		$147K Buy
1,011
+197
+24% +$28.2K 0.02% 142
2016
Q1 		$118K Buy
+814
New +$104K 0.02% 116
2015
Q4 		– Sell
-1,345
Closed -$186K – 124
2015
Q3 		$186K Sell
1,345
-357
-21% -$52.7K 0.04% 88
2015
Q2 		$265K Sell
1,702
-302
-15% -$48.5K 0.06% 73
2015
Q1 		$308K Sell
2,004
-313
-14% -$47.5K 0.08% 65
2014
Q4 		$355K Sell
2,317
-550
-19% -$87.5K 0.12% 58
2014
Q3 		$520K Buy
+2,867
New +$522K 0.19% 53

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Signature Estate & Investment Advisors's IBM Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $169K and leaving 6,035 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #194.

Signature Estate & Investment Advisors first reported a position in IBM in Q3 2014 and has held it in 41 quarters since. The position peaked at $2.22M in Q2 2025. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Signature Estate & Investment Advisors held 6,035 shares of IBM worth $1.7M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 669 IBM shares in Q2 2026, an estimated $169K.
  • IBM made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #194 holding.
  • Signature Estate & Investment Advisors first reported a position in IBM in Q3 2014 and has held it in 41 quarters since.
  • Signature Estate & Investment Advisors's IBM position peaked at $2.22M in Q2 2025.
  • 2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.