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Torrey Growth & Income Advisors’s IBM IBM Stock Holding History

Torrey Growth & Income 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 		$983K Sell
3,530
-200
-5% -$50.4K 0.33% 48
2026
Q1 		$893K Hold
3,730
– – 0.37% 43
2025
Q4 		$1.1M Sell
3,730
-200
-5% -$59.9K 0.38% 41
2025
Q3 		$1.11M Buy
+3,930
New +$1.03M 0.33% 45

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

Torrey Growth & Income Advisors's IBM Position: Q2 2026 in Review

Torrey Growth & Income Advisors reduced its IBM (IBM) stake by 5.4% in Q2 2026, selling an estimated $50.4K and leaving 3,530 shares worth $983K. The position accounts for 0.33% of the portfolio, ranked #48.

Torrey Growth & Income Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q3 2025. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Torrey Growth & Income Advisors held 3,530 shares of IBM worth $983K as of Q2 2026.
  • Torrey Growth & Income Advisors sold 200 IBM shares in Q2 2026, an estimated $50.4K.
  • IBM made up 0.33% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #48 holding.
  • Torrey Growth & Income Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's IBM position peaked at $1.11M in Q3 2025.
  • 3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.