Toth Financial Advisory’s IBM IBM Stock Holding History

Toth Financial Advisory’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	$7.68M	Sell	27,310 -807	-3%	-$203K	0.75%	51
2026 Q1	$6.82M	Sell	28,117 -374	-1%	-$101K	0.75%	51
2025 Q4	$8.44M	Sell	28,491 -431	-1%	-$129K	0.92%	42
2025 Q3	$8.16M	Sell	28,922 -294	-1%	-$77K	0.88%	39
2025 Q2	$8.61M	Buy	29,216 +423	+1%	+$109K	1%	32
2025 Q1	$7.16M	Sell	28,793 -2,074	-7%	-$507K	0.86%	41
2024 Q4	$6.79M	Sell	30,867 -1,157	-4%	-$258K	0.8%	45
2024 Q3	$7.08M	Sell	32,024 -152	-0.5%	-$29.8K	0.84%	44
2024 Q2	$5.56M	Sell	32,176 -1,609	-5%	-$280K	0.71%	50
2024 Q1	$6.45M	Sell	33,785 -4,906	-13%	-$895K	0.81%	46
2023 Q4	$6.33M	Sell	38,691 -1,147	-3%	-$173K	0.86%	40
2023 Q3	$5.59M	Sell	39,838 -1,549	-4%	-$220K	0.85%	43
2023 Q2	$5.54M	Sell	41,387 -783	-2%	-$101K	0.8%	44
2023 Q1	$5.53M	Sell	42,170 -324	-0.8%	-$43.3K	0.86%	43
2022 Q4	$5.99M	Sell	42,494 -149	-0.3%	-$20.6K	0.97%	40
2022 Q3	$5.07M	Buy	42,643 +948	+2%	+$124K	0.92%	44
2022 Q2	$5.89M	Buy	41,695 +10,201	+32%	+$1.38M	1.03%	37
2022 Q1	$4.09M	Buy	31,494 +6,000	+24%	+$782K	0.61%	58
2021 Q4	$3.41M	Sell	25,494 -6,039	-19%	-$757K	0.46%	72
2021 Q3	$4.19M	Sell	31,533 -2,367	-7%	-$316K	0.64%	55
2021 Q2	$4.75M	Buy	33,900 +14,160	+72%	+$1.94M	0.73%	49
2021 Q1	$2.52M	Buy	19,740 +98	+0.5%	+$11.7K	0.4%	77
2020 Q4	$2.36M	Sell	19,642 -1,296	-6%	-$150K	0.41%	74
2020 Q3	$2.44M	Buy	20,938 +4,065	+24%	+$479K	0.47%	64
2020 Q2	$1.95M	Sell	16,873 -653	-4%	-$75.8K	0.42%	67
2020 Q1	$1.86M	Buy	17,526 +5,040	+40%	+$637K	0.54%	61
2019 Q4	$1.6M	Sell	12,486 -2,237	-15%	-$291K	0.32%	77
2019 Q3	$2.05M	Buy	14,723 +2,457	+20%	+$331K	0.45%	67
2019 Q2	$1.62M	Buy	12,266 +3,490	+40%	+$458K	0.36%	71
2019 Q1	$1.18M	Buy	8,776 +421	+5%	+$53.7K	0.28%	77
2018 Q4	$908K	Sell	8,355 -3,650	-30%	-$438K	0.25%	76
2018 Q3	$1.74M	Sell	12,005 -385	-3%	-$53.8K	0.39%	72
2018 Q2	$1.66M	Sell	12,390 -1,031	-8%	-$144K	0.39%	74
2018 Q1	$1.97M	Buy	13,421 +978	+8%	+$148K	0.48%	67
2017 Q4	$1.82M	Sell	12,443 -562	-4%	-$81.7K	0.43%	69
2017 Q3	$1.8M	Sell	13,005 -2,672	-17%	-$372K	0.46%	69
2017 Q2	$2.31M	Sell	15,677 -2,547	-14%	-$384K	0.6%	60
2017 Q1	$3.03M	Buy	18,224 +790	+5%	+$132K	0.81%	52
2016 Q4	$2.77M	Buy	17,434 +1,698	+11%	+$259K	0.79%	51
2016 Q3	$2.39M	Buy	15,736 +99	+0.6%	+$15K	0.7%	57
2016 Q2	$2.27M	Sell	15,637 -69	-0.4%	-$9.88K	0.69%	57
2016 Q1	$2.27M	Buy	15,706 +838	+6%	+$107K	0.74%	54
2015 Q4	$1.96M	Sell	14,868 -68	-0.5%	-$9.14K	0.65%	58
2015 Q3	$2.07M	Sell	14,936 -1,337	-8%	-$197K	0.76%	50
2015 Q2	$2.53M	Sell	16,273 -2,810	-15%	-$452K	0.84%	47
2015 Q1	$2.93M	Sell	19,083 -3,160	-14%	-$479K	0.98%	43
2014 Q4	$3.41M	Sell	22,243 -9,209	-29%	-$1.47M	1.18%	38
2014 Q3	$5.71M	Buy	31,452 +1,028	+3%	+$187K	2.15%	8
2014 Q2	$5.27M	Sell	30,424 -80	-0.3%	-$14.4K	2%	14
2014 Q1	$5.61M	Buy	30,504 +582	+2%	+$102K	2.27%	7
2013 Q4	$5.37M	Buy	29,922 +2,763	+10%	+$476K	2.28%	9
2013 Q3	$4.81M	Sell	27,159 -859	-3%	-$156K	2.25%	11
2013 Q2	$5.12M	Buy	+28,018	New	+$5.46M	2.52%	7

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Toth Financial Advisory's IBM Position: Q2 2026 in Review

Toth Financial Advisory reduced its IBM (IBM) stake by 2.9% in Q2 2026, selling an estimated $203K and leaving 27,310 shares worth $7.68M. The position accounts for 0.75% of the portfolio, ranked #51.

Toth Financial Advisory first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.61M in Q2 2025. 748 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Toth Financial Advisory held 27,310 shares of IBM worth $7.68M as of Q2 2026.
Toth Financial Advisory sold 807 IBM shares in Q2 2026, an estimated $203K.
IBM made up 0.75% of Toth Financial Advisory's portfolio in Q2 2026, its #51 holding.
Toth Financial Advisory first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Toth Financial Advisory's IBM position peaked at $8.61M in Q2 2025.
748 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.