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United Capital Financial Advisors’s IBM IBM Stock Holding History

United Capital 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 		$422K Buy
+1,500
New +$378K ﹤0.01% 1206

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 $3.38T AUM 44.17% 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 Capital Financial Advisors's IBM Position: Q2 2026 in Review

United Capital Financial Advisors increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $1.52M and bringing the position to 61,140 shares worth $17.2M. The position accounts for 0.09% of the portfolio, ranked #174.

United Capital Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $49.2M in Q3 2019. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • United Capital Financial Advisors held 61,140 shares of IBM worth $17.2M as of Q2 2026.
  • United Capital Financial Advisors bought 6,017 IBM shares in Q2 2026, an estimated $1.52M.
  • IBM made up 0.09% of United Capital Financial Advisors's portfolio in Q2 2026, its #174 holding.
  • United Capital Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's IBM position peaked at $49.2M in Q3 2019.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.