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Sound View Wealth Advisors Group’s IBM IBM Stock Holding History

Sound View Wealth Advisors Group’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 		$8.69M Sell
30,915
-147
-0.5% -$37K 0.54% 48
2026
Q1 		$7.53M Sell
31,062
-204
-0.7% -$55.2K 0.51% 52
2025
Q4 		$9.26M Sell
31,266
-573
-2% -$172K 0.62% 42
2025
Q3 		$8.98M Buy
31,839
+757
+2% +$198K 0.62% 42
2025
Q2 		$9.16M Sell
31,082
-479
-2% -$123K 0.68% 40
2025
Q1 		$7.85M Sell
31,561
-288
-0.9% -$70.4K 0.64% 44
2024
Q4 		$7M Buy
31,849
+1,057
+3% +$235K 0.56% 46
2024
Q3 		$6.81M Buy
30,792
+4,054
+15% +$795K 0.56% 47
2024
Q2 		$4.62M Buy
26,738
+448
+2% +$77.8K 0.48% 52
2024
Q1 		$5.02M Sell
26,290
-136
-0.5% -$24.8K 0.54% 49
2023
Q4 		$4.32M Buy
26,426
+8,123
+44% +$1.23M 0.48% 53
2023
Q3 		$2.57M Buy
18,303
+812
+5% +$116K 0.32% 74
2023
Q2 		$2.34M Buy
17,491
+920
+6% +$119K 0.31% 77
2023
Q1 		$2.17M Sell
16,571
-9,855
-37% -$1.32M 0.3% 81
2022
Q4 		$4.32M Buy
26,426
+13,876
+111% +$1.91M 0.48% 53
2022
Q3 		$1.49M Sell
12,550
-156
-1% -$20.5K 0.33% 76
2022
Q2 		$1.79M Sell
12,706
-359
-3% -$48.5K 0.38% 70
2022
Q1 		$1.7M Buy
13,065
+58
+0.4% +$7.56K 0.32% 84
2021
Q4 		$1.74M Buy
13,007
+162
+1% +$20.3K 0.33% 73
2021
Q3 		$1.71M Sell
12,845
-4,964
-28% -$664K 0.36% 71
2021
Q2 		$2.5M Buy
17,809
+668
+4% +$91.3K 0.52% 51
2021
Q1 		$2.18M Buy
17,141
+1,245
+8% +$149K 0.51% 55
2020
Q4 		$1.91M Sell
15,896
-8,183
-34% -$946K 0.47% 57
2020
Q3 		$2.8M Buy
24,079
+712
+3% +$83.8K 0.74% 39
2020
Q2 		$2.7M Buy
23,367
+1,527
+7% +$177K 0.76% 40
2020
Q1 		$2.32M Buy
21,840
+124
+0.6% +$15.7K 0.8% 42
2019
Q4 		$2.78M Sell
21,716
-1,263
-5% -$164K 0.79% 42
2019
Q3 		$3.19M Sell
22,979
-732
-3% -$98.7K 0.95% 35
2019
Q2 		$3.13M Buy
+23,711
New +$3.11M 0.92% 34

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sound View Wealth Advisors Group's IBM Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its IBM (IBM) stake by 0.47% in Q2 2026, selling an estimated $37K and leaving 30,915 shares worth $8.69M. The position accounts for 0.54% of the portfolio, ranked #48.

Sound View Wealth Advisors Group first reported a position in IBM in Q2 2019 and has held it in 29 quarters since. The position peaked at $9.26M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sound View Wealth Advisors Group held 30,915 shares of IBM worth $8.69M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 147 IBM shares in Q2 2026, an estimated $37K.
  • IBM made up 0.54% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #48 holding.
  • Sound View Wealth Advisors Group first reported a position in IBM in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's IBM position peaked at $9.26M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.