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SOA Wealth Advisors’s IBM IBM Stock Holding History

SOA 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 		$1.31M Buy
4,652
+1,020
+28% +$257K 0.22% 74
2026
Q1 		$880K Buy
3,632
+16
+0.4% +$4.33K 0.17% 79
2025
Q4 		$1.07M Sell
3,616
-55
-1% -$16.5K 0.18% 81
2025
Q3 		$1.04M Buy
3,671
+145
+4% +$38K 0.18% 83
2025
Q2 		$1.04M Buy
3,526
+527
+18% +$136K 0.2% 77
2025
Q1 		$746K Buy
2,999
+60
+2% +$14.7K 0.16% 84
2024
Q4 		$646K Sell
2,939
-201
-6% -$44.8K 0.12% 98
2024
Q3 		$694K Buy
3,140
+139
+5% +$27.3K 0.13% 93
2024
Q2 		$519K Buy
3,001
+300
+11% +$52.1K 0.1% 110
2024
Q1 		$516K Buy
2,701
+7
+0.3% +$1.28K 0.11% 104
2023
Q4 		$441K Buy
2,694
+11
+0.4% +$1.66K 0.1% 112
2023
Q3 		$376K Buy
2,683
+246
+10% +$35K 0.09% 114
2023
Q2 		$326K Buy
2,437
+10
+0.4% +$1.29K 0.08% 128
2023
Q1 		$318K Sell
2,427
-220
-8% -$29.4K 0.08% 121
2022
Q4 		$373K Sell
2,647
-4
-0.2% -$552 0.1% 105
2022
Q3 		$315K Buy
2,651
+13
+0.5% +$1.71K 0.09% 108
2022
Q2 		$372K Sell
2,638
-28
-1% -$3.78K 0.11% 103
2022
Q1 		$346K Buy
2,666
+419
+19% +$54.6K 0.08% 118
2021
Q4 		$300K Sell
2,247
-513
-19% -$64.3K 0.07% 131
2021
Q3 		$366K Buy
2,760
+22
+0.8% +$2.94K 0.09% 119
2021
Q2 		$383K Buy
2,738
+360
+15% +$49.2K 0.1% 116
2021
Q1 		$302K Sell
2,378
-209
-8% -$25K 0.08% 117
2020
Q4 		$302K Buy
+2,587
New +$299K 0.08% 116

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

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

SOA Wealth Advisors increased its IBM (IBM) stake by 28% in Q2 2026, buying an estimated $257K and bringing the position to 4,652 shares worth $1.31M. The position accounts for 0.22% of the portfolio, ranked #74.

SOA Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SOA Wealth Advisors held 4,652 shares of IBM worth $1.31M as of Q2 2026.
  • SOA Wealth Advisors bought 1,020 IBM shares in Q2 2026, an estimated $257K.
  • IBM made up 0.22% of SOA Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • SOA Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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