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TKG Advisors’s IBM IBM Stock Holding History

TKG 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 		– Sell
-9,642
Closed -$2.34M – 100
2026
Q1 		$2.34M Sell
9,642
-18,316
-66% -$4.96M 0.97% 38
2025
Q4 		$8.28M Buy
27,958
+978
+4% +$293K 3.34% 6
2025
Q3 		$7.61M Buy
26,980
+818
+3% +$214K 3.26% 6
2025
Q2 		$7.71M Buy
26,162
+13,852
+113% +$3.57M 3.45% 5
2025
Q1 		$3.06M Buy
12,310
+6,274
+104% +$1.53M 1.51% 24
2024
Q4 		$1.36M Sell
6,036
-265
-4% -$59K 0.63% 43
2024
Q3 		$1.39M Sell
6,301
-53
-0.8% -$10.4K 0.69% 40
2024
Q2 		$1.1M Buy
+6,354
New +$1.1M 0.6% 49
2023
Q4 		– Sell
-1,590
Closed -$223K – 102
2023
Q3 		$223K Buy
+1,590
New +$226K 0.15% 94
2022
Q4 		– Sell
-6,608
Closed -$785K – 94
2022
Q3 		$785K Buy
6,608
+4,908
+289% +$644K 0.62% 42
2022
Q2 		$240K Hold
1,700
– – 0.21% 65
2022
Q1 		$221K Hold
1,700
– – 0.18% 81
2021
Q4 		$227K Buy
+1,700
New +$213K 0.18% 79

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

TKG Advisors's IBM Position: Q2 2026 in Review

TKG Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 9,642 shares — an estimated $2.34M sold.

TKG Advisors first reported a position in IBM in Q4 2021 and held it in 13 quarters. The position peaked at $8.28M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • TKG Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • TKG Advisors sold 9,642 IBM shares in Q2 2026, an estimated $2.34M.
  • TKG Advisors first reported a position in IBM in Q4 2021 and held it in 13 quarters.
  • TKG Advisors's IBM position peaked at $8.28M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TKG Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.