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TCI Wealth Advisors’s IBM IBM Stock Holding History

TCI 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 		$2.09M Sell
7,425
-389
-5% -$98K 0.09% 69
2026
Q1 		$1.89M Buy
7,814
+528
+7% +$143K 0.1% 70
2025
Q4 		$2.16M Buy
7,286
+176
+2% +$52.7K 0.12% 63
2025
Q3 		$2.01M Buy
7,110
+190
+3% +$49.7K 0.12% 69
2025
Q2 		$2.04M Sell
6,920
-46
-0.7% -$11.9K 0.14% 63
2025
Q1 		$1.73M Buy
6,966
+33
+0.5% +$8.07K 0.14% 59
2024
Q4 		$1.52M Sell
6,933
-73
-1% -$16.3K 0.13% 64
2024
Q3 		$1.55M Buy
7,006
+544
+8% +$107K 0.13% 63
2024
Q2 		$1.12M Sell
6,462
-328
-5% -$57K 0.11% 73
2024
Q1 		$1.3M Sell
6,790
-157
-2% -$28.6K 0.13% 67
2023
Q4 		$1.14M Sell
6,947
-203
-3% -$30.7K 0.12% 71
2023
Q3 		$1M Buy
7,150
+204
+3% +$29K 0.13% 71
2023
Q2 		$929K Buy
6,946
+105
+2% +$13.6K 0.12% 77
2023
Q1 		$897K Sell
6,841
-11
-0.2% -$1.47K 0.12% 74
2022
Q4 		$965K Buy
6,852
+880
+15% +$121K 0.13% 65
2022
Q3 		$710K Sell
5,972
-3
-0.1% -$394 0.11% 77
2022
Q2 		$844K Buy
5,975
+152
+3% +$20.5K 0.13% 68
2022
Q1 		$757K Buy
5,823
+53
+0.9% +$6.91K 0.11% 77
2021
Q4 		$771K Sell
5,770
-544
-9% -$68.2K 0.11% 74
2021
Q3 		$839K Buy
6,314
+45
+0.7% +$6.01K 0.13% 77
2021
Q2 		$879K Buy
6,269
+40
+0.6% +$5.47K 0.15% 69
2021
Q1 		$794K Sell
6,229
-118
-2% -$14.1K 0.34% 62
2020
Q4 		$764K Sell
6,347
-15,293
-71% -$1.77M 0.34% 64
2020
Q3 		$2.52M Buy
21,640
+16
+0.1% +$1.88K 0.99% 17
2020
Q2 		$2.5M Sell
21,624
-119
-0.5% -$13.8K 1.07% 17
2020
Q1 		$2.31M Buy
21,743
+496
+2% +$62.7K 1.14% 17
2019
Q4 		$2.72M Buy
21,247
+17
+0.1% +$2.21K 1.06% 15
2019
Q3 		$2.95M Sell
21,230
-24
-0.1% -$3.24K 1.31% 14
2019
Q2 		$2.8M Sell
21,254
-823
-4% -$108K 1.26% 16
2019
Q1 		$2.98M Sell
22,077
-1,609
-7% -$205K 1.31% 16
2018
Q4 		$2.57M Buy
23,686
+1,507
+7% +$181K 1.25% 16
2018
Q3 		$3.21M Sell
22,179
-924
-4% -$129K 1.34% 16
2018
Q2 		$3.09M Sell
23,103
-231
-1% -$32.2K 1.37% 16
2018
Q1 		$3.42M Sell
23,334
-114
-0.5% -$17.2K 1.59% 14
2017
Q4 		$3.44M Buy
23,448
+157
+0.7% +$22.8K 1.51% 15
2017
Q3 		$3.23M Sell
23,291
-245
-1% -$34.1K 1.58% 15
2017
Q2 		$3.46M Buy
23,536
+507
+2% +$76.4K 1.77% 11
2017
Q1 		$3.83M Sell
23,029
-302
-1% -$50.6K 2% 8
2016
Q4 		$3.7M Buy
23,331
+178
+0.8% +$27.1K 1.94% 8
2016
Q3 		$3.52M Sell
23,153
-135
-0.6% -$20.5K 1.91% 8
2016
Q2 		$3.38M Sell
23,288
-128
-0.5% -$18.3K 1.88% 10
2016
Q1 		$3.39M Sell
23,416
-1,038
-4% -$133K 1.88% 10
2015
Q4 		$3.22M Buy
24,454
+216
+0.9% +$29K 1.79% 9
2015
Q3 		$3.36M Sell
24,238
-1,050
-4% -$155K 2.02% 8
2015
Q2 		$3.93M Buy
25,288
+884
+4% +$142K 2.25% 7
2015
Q1 		$3.75M Sell
24,404
-409
-2% -$62K 2.35% 7
2014
Q4 		$3.81M Sell
24,813
-956
-4% -$152K 2.35% 7
2014
Q3 		$4.68M Hold
25,769
– – 2.95% 7
2014
Q2 		$4.47M Sell
25,769
-10,460
-29% -$1.88M 2.69% 8
2014
Q1 		$4.74M Buy
36,229
+8,026
+28% +$1.41M 3.09% 5
2013
Q4 		$5.06M Buy
28,203
+903
+3% +$156K 3.17% 6
2013
Q3 		$4.83M Sell
27,300
-390
-1% -$70.9K 3.67% 5
2013
Q2 		$5.06M Buy
+27,690
New +$5.39M 3.84% 4

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

TCI Wealth Advisors's IBM Position: Q2 2026 in Review

TCI Wealth Advisors reduced its IBM (IBM) stake by 5% in Q2 2026, selling an estimated $98K and leaving 7,425 shares worth $2.09M. The position accounts for 0.09% of the portfolio, ranked #69.

TCI Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.06M in Q2 2013. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • TCI Wealth Advisors held 7,425 shares of IBM worth $2.09M as of Q2 2026.
  • TCI Wealth Advisors sold 389 IBM shares in Q2 2026, an estimated $98K.
  • IBM made up 0.09% of TCI Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • TCI Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's IBM position peaked at $5.06M in Q2 2013.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.