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Steward Partners Investment Advisory’s IBM IBM Stock Holding History

Steward Partners Investment Advisory’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 		$41.5M Buy
147,719
+15,477
+12% +$3.9M 0.21% 92
2026
Q1 		$32.1M Sell
132,242
-18,537
-12% -$5.02M 0.16% 114
2025
Q4 		$44.7M Sell
150,779
-4,469
-3% -$1.34M 0.24% 78
2025
Q3 		$43.8M Buy
155,248
+8,023
+5% +$2.1M 0.25% 78
2025
Q2 		$43.4M Buy
147,225
+2,054
+1% +$529K 0.34% 52
2025
Q1 		$36.1M Buy
145,171
+18,437
+15% +$4.51M 0.32% 61
2024
Q4 		$27.9M Buy
126,734
+25,457
+25% +$5.67M 0.25% 83
2024
Q3 		$22.4M Buy
101,277
+8,013
+9% +$1.57M 0.21% 102
2024
Q2 		$16.1M Buy
93,264
+3,864
+4% +$671K 0.17% 120
2024
Q1 		$17.1M Sell
89,400
-8,122
-8% -$1.48M 0.19% 112
2023
Q4 		$15.9M Buy
97,522
+12,717
+15% +$1.92M 0.22% 95
2023
Q3 		$11.9M Buy
84,805
+18,112
+27% +$2.58M 0.18% 122
2023
Q2 		$8.92M Buy
66,693
+421
+0.6% +$54.3K 0.13% 163
2023
Q1 		$8.69M Sell
66,272
-474
-0.7% -$63.4K 0.14% 167
2022
Q4 		$9.4M Buy
66,746
+3,014
+5% +$416K 0.16% 150
2022
Q3 		$7.57M Buy
63,732
+1,463
+2% +$192K 0.14% 168
2022
Q2 		$8.79M Sell
62,269
-1,837
-3% -$248K 0.16% 145
2022
Q1 		$8.34M Sell
64,106
-7,457
-10% -$972K 0.13% 180
2021
Q4 		$9.56M Sell
71,563
-4,803
-6% -$602K 0.15% 159
2021
Q3 		$10.1M Buy
76,366
+16,146
+27% +$2.16M 0.17% 136
2021
Q2 		$8.44M Sell
60,220
-24,970
-29% -$3.41M 0.14% 156
2021
Q1 		$10.9M Buy
85,190
+29,909
+54% +$3.58M 0.19% 126
2020
Q4 		$6.65M Sell
55,281
-2,618
-5% -$303K 0.14% 154
2020
Q3 		$6.74M Buy
57,899
+357
+0.6% +$42K 0.17% 136
2020
Q2 		$6.64M Buy
57,542
+9,292
+19% +$1.08M 0.19% 135
2020
Q1 		$5.12M Sell
48,250
-485
-1% -$61.3K 0.19% 133
2019
Q4 		$6.25M Sell
48,735
-4,623
-9% -$601K 0.18% 125
2019
Q3 		$7.42M Buy
53,358
+6,962
+15% +$939K 0.25% 100
2019
Q2 		$6.12M Buy
46,396
+1,624
+4% +$213K 0.22% 101
2019
Q1 		$6.04M Buy
44,772
+6,689
+18% +$853K 0.26% 97
2018
Q4 		$4.14M Sell
38,083
-15,938
-30% -$1.91M 0.2% 123
2018
Q3 		$7.81M Buy
54,021
+4,133
+8% +$578K 0.37% 62
2018
Q2 		$6.66M Buy
49,888
+7,215
+17% +$1.01M 0.4% 54
2018
Q1 		$6.26M Buy
42,673
+2,149
+5% +$325K 0.43% 45
2017
Q4 		$5.94M Buy
40,524
+5,519
+16% +$803K 0.45% 45
2017
Q3 		$4.86M Buy
35,005
+2,339
+7% +$326K 0.49% 54
2017
Q2 		$4.8M Buy
32,666
+3,523
+12% +$531K 0.54% 49
2017
Q1 		$4.85M Buy
+29,143
New +$4.89M 0.73% 36

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

Steward Partners Investment Advisory's IBM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $3.9M and bringing the position to 147,719 shares worth $41.5M. The position accounts for 0.21% of the portfolio, ranked #92.

Steward Partners Investment Advisory first reported a position in IBM in Q1 2017 and has held it in 38 quarters since. The position peaked at $44.7M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Steward Partners Investment Advisory held 147,719 shares of IBM worth $41.5M as of Q2 2026.
  • Steward Partners Investment Advisory bought 15,477 IBM shares in Q2 2026, an estimated $3.9M.
  • IBM made up 0.21% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #92 holding.
  • Steward Partners Investment Advisory first reported a position in IBM in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's IBM position peaked at $44.7M in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.