Spectrum Wealth Advisory Group’s IBM IBM Stock Holding History

Spectrum Wealth Advisory 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	$303K	Buy	1,077 +71	+7%	+$17.9K	0.09%	61
2026 Q1	$244K	Buy	1,006 +6	+0.6%	+$1.62K	0.09%	54
2025 Q4	$296K	Hold	1,000	–	–	0.11%	48
2025 Q3	$282K	Hold	1,000	–	–	0.12%	54
2025 Q2	$295K	Hold	1,000	–	–	0.14%	52
2025 Q1	$249K	Hold	1,000	–	–	0.12%	48
2024 Q4	$220K	Hold	1,000	–	–	0.1%	54
2024 Q3	$221K	Buy	+1,000	New	+$196K	0.12%	43
2020 Q4	–	Sell	-2,092	Closed	-$244K	–	41
2020 Q3	$244K	Buy	+2,092	New	+$246K	0.16%	39
2019 Q2	–	Sell	-2,144	Closed	-$289K	–	36
2019 Q1	$289K	Buy	+2,144	New	+$273K	0.45%	26

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 $3.38T AUM 44.17% 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

Spectrum Wealth Advisory Group's IBM Position: Q2 2026 in Review

Spectrum Wealth Advisory Group increased its IBM (IBM) stake by 7.1% in Q2 2026, buying an estimated $17.9K and bringing the position to 1,077 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #61.

Spectrum Wealth Advisory Group first reported a position in IBM in Q1 2019 and has held it in 10 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Spectrum Wealth Advisory Group held 1,077 shares of IBM worth $303K as of Q2 2026.
Spectrum Wealth Advisory Group bought 71 IBM shares in Q2 2026, an estimated $17.9K.
IBM made up 0.09% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #61 holding.
Spectrum Wealth Advisory Group first reported a position in IBM in Q1 2019 and has held it in 10 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.