UAG
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United Advisor Group’s IBM IBM Stock Holding History

United Advisor Group’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 		$2.11M Buy
7,495
+1,495
+25% +$377K 0.22% 118
2026
Q1 		$1.45M Sell
6,000
-854
-12% -$231K 0.18% 139
2025
Q4 		$2.03M Buy
6,854
+72
+1% +$21.6K 0.25% 101
2025
Q3 		$1.91M Buy
6,782
+2,118
+45% +$554K 0.26% 97
2025
Q2 		$1.37M Buy
4,664
+243
+5% +$62.6K 0.24% 105
2025
Q1 		$1.1M Sell
4,421
-1,246
-22% -$305K 0.23% 107
2024
Q4 		$1.25M Sell
5,667
-185
-3% -$41.2K 0.25% 99
2024
Q3 		$1.29M Buy
5,852
+2,765
+90% +$542K 0.29% 88
2024
Q2 		$534K Buy
3,087
+195
+7% +$33.9K 0.17% 127
2024
Q1 		$552K Sell
2,892
-202
-7% -$36.9K 0.21% 107
2023
Q4 		$509K Buy
+3,094
New +$468K 0.61% 32

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

United Advisor Group's IBM Position: Q2 2026 in Review

United Advisor Group increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $377K and bringing the position to 7,495 shares worth $2.11M. The position accounts for 0.22% of the portfolio, ranked #118.

United Advisor Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • United Advisor Group held 7,495 shares of IBM worth $2.11M as of Q2 2026.
  • United Advisor Group bought 1,495 IBM shares in Q2 2026, an estimated $377K.
  • IBM made up 0.22% of United Advisor Group's portfolio in Q2 2026, its #118 holding.
  • United Advisor Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.