TFA
IBM icon

Teamwork Financial Advisors’s IBM IBM Stock Holding History

Teamwork Financial 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 		$660K Buy
2,346
+105
+5% +$26.5K 0.06% 112
2026
Q1 		$543K Buy
2,241
+77
+4% +$20.8K 0.06% 130
2025
Q4 		$641K Sell
2,164
-388
-15% -$116K 0.06% 124
2025
Q3 		$720K Sell
2,552
-503
-16% -$132K 0.07% 121
2025
Q2 		$900K Buy
3,055
+5
+0.2% +$1.29K 0.1% 107
2025
Q1 		$759K Sell
3,050
-57
-2% -$13.9K 0.1% 96
2024
Q4 		$683K Sell
3,107
-3,703
-54% -$825K 0.09% 95
2024
Q3 		$1.51M Sell
6,810
-703
-9% -$138K 0.21% 62
2024
Q2 		$1.3M Buy
7,513
+1,306
+21% +$227K 0.19% 67
2024
Q1 		$1.19M Buy
6,207
+32
+0.5% +$5.84K 0.18% 68
2023
Q4 		$1.01M Sell
6,175
-13
-0.2% -$1.96K 0.17% 65
2023
Q3 		$868K Buy
6,188
+198
+3% +$28.2K 0.14% 95
2023
Q2 		$802K Buy
5,990
+109
+2% +$14.1K 0.13% 96
2023
Q1 		$771K Buy
5,881
+1,064
+22% +$142K 0.14% 92
2022
Q4 		$679K Buy
+4,817
New +$664K 0.14% 99
2022
Q1 		– Sell
-2,078
Closed -$278K – 286
2021
Q4 		$278K Buy
+2,078
New +$261K 0.05% 245

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

Teamwork Financial Advisors's IBM Position: Q2 2026 in Review

Teamwork Financial Advisors increased its IBM (IBM) stake by 4.7% in Q2 2026, buying an estimated $26.5K and bringing the position to 2,346 shares worth $660K. The position accounts for 0.06% of the portfolio, ranked #112.

Teamwork Financial Advisors first reported a position in IBM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.51M in Q3 2024. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Teamwork Financial Advisors held 2,346 shares of IBM worth $660K as of Q2 2026.
  • Teamwork Financial Advisors bought 105 IBM shares in Q2 2026, an estimated $26.5K.
  • IBM made up 0.06% of Teamwork Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • Teamwork Financial Advisors first reported a position in IBM in Q4 2021 and has held it in 16 quarters since.
  • Teamwork Financial Advisors's IBM position peaked at $1.51M in Q3 2024.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.