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Sterling Investment Advisors (Pennsylvania)’s IBM IBM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$469K Sell
1,666
-228
-12% -$57.4K 0.08% 154
2026
Q1 		$459K Sell
1,894
-100
-5% -$27.1K 0.08% 144
2025
Q4 		$591K Buy
1,994
+228
+13% +$68.3K 0.11% 130
2025
Q3 		$498K Buy
1,766
+98
+6% +$25.7K 0.1% 137
2025
Q2 		$492K Buy
1,668
+9
+0.5% +$2.32K 0.11% 131
2025
Q1 		$413K Buy
1,659
+343
+26% +$83.9K 0.1% 131
2024
Q4 		$289K Sell
1,316
-50
-4% -$11.1K 0.07% 133
2024
Q3 		$302K Buy
+1,366
New +$268K 0.08% 123
2022
Q3 		– Sell
-268
Closed -$38K – 278
2022
Q2 		$38K Hold
268
– – 0.01% 248
2022
Q1 		$35K Hold
268
– – 0.01% 294
2021
Q4 		$36K Sell
268
-169
-39% -$21.2K 0.01% 289
2021
Q3 		$58K Buy
437
+84
+24% +$11.2K 0.02% 235
2021
Q2 		$49K Hold
353
– – 0.01% 255
2021
Q1 		$45K Hold
353
– – 0.01% 247
2020
Q4 		$42K Hold
353
– – 0.01% 236
2020
Q3 		$41K Hold
353
– – 0.02% 231
2020
Q2 		$40K Hold
353
– – 0.02% 232
2020
Q1 		$37K Hold
353
– – 0.02% 213
2019
Q4 		$45K Hold
353
– – 0.02% 218
2019
Q3 		$49K Hold
353
– – 0.03% 208
2019
Q2 		$46K Hold
353
– – 0.02% 214
2019
Q1 		$48K Hold
353
– – 0.02% 210
2018
Q4 		$38K Hold
353
– – 0.02% 222
2018
Q3 		$51K Hold
353
– – 0.03% 220
2018
Q2 		$47K Hold
353
– – 0.03% 214
2018
Q1 		$52K Hold
353
– – 0.03% 193
2017
Q4 		$52K Sell
353
-6
-2% -$872 0.03% 181
2017
Q3 		$50K Hold
359
– – 0.03% 175
2017
Q2 		$53K Sell
359
-1,224
-77% -$185K 0.04% 177
2017
Q1 		$263K Buy
1,583
+1,120
+242% +$188K 0.19% 90
2016
Q4 		$74K Buy
+463
New +$70.5K 0.06% 136

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
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Sterling Investment Advisors (Pennsylvania)'s IBM Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $57.4K and leaving 1,666 shares worth $469K. The position accounts for 0.08% of the portfolio, ranked #154.

Sterling Investment Advisors (Pennsylvania) first reported a position in IBM in Q4 2016 and has held it in 31 quarters since. The position peaked at $591K in Q4 2025. 1,486 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 1,666 shares of IBM worth $469K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 228 IBM shares in Q2 2026, an estimated $57.4K.
  • IBM made up 0.08% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #154 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in IBM in Q4 2016 and has held it in 31 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s IBM position peaked at $591K in Q4 2025.
  • 1,486 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.