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Summit Financial Wealth Advisors’s IBM IBM Stock Holding History

Summit Financial 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 		$6.45M Buy
22,925
+2,625
+13% +$661K 0.82% 29
2026
Q1 		$4.92M Buy
20,300
+1,471
+8% +$398K 0.7% 33
2025
Q4 		$5.58M Sell
18,829
-845
-4% -$253K 0.8% 32
2025
Q3 		$5.64M Sell
19,674
-5
-0% -$1.31K 0.87% 29
2025
Q2 		$5.8M Buy
19,679
+109
+0.6% +$28.1K 1.04% 26
2025
Q1 		$4.87M Sell
19,570
-381
-2% -$93.2K 0.97% 27
2024
Q4 		$5.2M Sell
19,951
-500
-2% -$111K 1.02% 27
2024
Q3 		$4.52M Hold
20,451
– – 0.85% 29
2024
Q2 		$3.54M Buy
20,451
+842
+4% +$146K 0.72% 31
2024
Q1 		$3.74M Buy
19,609
+67
+0.3% +$12.2K 0.76% 31
2023
Q4 		$3.2M Buy
19,542
+675
+4% +$102K 0.73% 32
2023
Q3 		$2.81M Buy
18,867
+500
+3% +$71.1K 0.69% 32
2023
Q2 		$2.46M Buy
18,367
+5,205
+40% +$672K 0.57% 38
2023
Q1 		$1.73M Sell
13,162
-50
-0.4% -$6.69K 0.41% 41
2022
Q4 		$1.86M Hold
13,212
– – 0.45% 41
2022
Q3 		$1.78M Buy
13,212
+1,572
+14% +$206K 0.51% 37
2022
Q2 		$1.5M Buy
11,640
+8,086
+228% +$1.09M 0.36% 45
2022
Q1 		$462K Buy
+3,554
New +$463K 0.09% 84
2021
Q3 		– Sell
-1,466
Closed -$206K – 131
2021
Q2 		$206K Sell
1,466
-46,140
-97% -$6.31M 0.05% 119
2021
Q1 		$5.73M Sell
47,606
-428
-0.9% -$51.2K 1.46% 22
2020
Q4 		$5.59M Sell
48,034
-5,196
-10% -$601K 1.52% 21
2020
Q3 		$5.75M Sell
53,230
-538
-1% -$63.3K 1.53% 21
2020
Q2 		$6.05M Buy
53,768
+1,912
+4% +$222K 1.61% 20
2020
Q1 		$5.69M Buy
51,856
+571
+1% +$72.2K 1.79% 13
2019
Q4 		$6.8M Buy
51,285
+4,370
+9% +$568K 1.65% 13
2019
Q3 		$6.4M Buy
46,915
+38,624
+466% +$5.21M 1.57% 14
2019
Q2 		$1.09M Hold
8,291
– – 0.27% 67
2019
Q1 		$1.14M Sell
8,291
-156
-2% -$19.9K 0.3% 62
2018
Q4 		$918K Buy
8,447
+1,274
+18% +$153K 0.3% 58
2018
Q3 		$967K Buy
7,173
+5,186
+261% +$725K 0.29% 60
2018
Q2 		$292K Sell
1,987
-386
-16% -$53.8K 0.1% 107
2018
Q1 		$348K Buy
+2,373
New +$359K 0.11% 101
2017
Q3 		– Sell
-1,844
Closed -$271K – 144
2017
Q2 		$271K Sell
1,844
-660
-26% -$99.5K 0.11% 121
2017
Q1 		$417K Sell
2,504
-4,750
-65% -$796K 0.18% 99
2016
Q4 		$1.15M Buy
7,254
+20
+0.3% +$3.05K 0.51% 55
2016
Q3 		$1.1M Sell
7,234
-360
-5% -$54.6K 0.48% 53
2016
Q2 		$1.1M Sell
7,594
-2,401
-24% -$344K 0.46% 55
2016
Q1 		$1.45M Buy
9,995
+122
+1% +$15.6K 0.63% 41
2015
Q4 		$1.3M Buy
9,873
+8,294
+525% +$1.11M 0.59% 44
2015
Q3 		$218K Sell
1,579
-663
-30% -$97.9K 0.14% 74
2015
Q2 		$348K Buy
2,242
+16
+0.7% +$2.57K 0.22% 69
2015
Q1 		$367K Hold
2,226
– – 0.25% 55
2014
Q4 		$341K Buy
+2,226
New +$354K 0.24% 51

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Summit Financial Wealth Advisors's IBM Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $661K and bringing the position to 22,925 shares worth $6.45M. The position accounts for 0.82% of the portfolio, ranked #29.

Summit Financial Wealth Advisors first reported a position in IBM in Q4 2014 and has held it in 43 quarters since. The position peaked at $6.8M in Q4 2019. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Summit Financial Wealth Advisors held 22,925 shares of IBM worth $6.45M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 2,625 IBM shares in Q2 2026, an estimated $661K.
  • IBM made up 0.82% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Summit Financial Wealth Advisors first reported a position in IBM in Q4 2014 and has held it in 43 quarters since.
  • Summit Financial Wealth Advisors's IBM position peaked at $6.8M in Q4 2019.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.