UFA
IBM icon

Uptown Financial Advisors’s IBM IBM Stock Holding History

Uptown 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 		$209K Buy
+743
New +$187K 0.14% 79
2026
Q1 		– Sell
-743
Closed -$220K – 77
2025
Q4 		$220K Hold
743
– – 0.16% 71
2025
Q3 		$210K Hold
743
– – 0.17% 67
2025
Q2 		$219K Buy
+743
New +$191K 0.19% 69

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Uptown Financial Advisors's IBM Position: Q2 2026 in Review

Uptown Financial Advisors opened a new position in IBM (IBM) in Q2 2026: 743 shares worth $209K. The stake represents 0.14% of the portfolio and ranks #79 among its holdings. This is a return to the name: Uptown Financial Advisors previously reported a position in IBM as recently as Q4 2025.

Uptown Financial Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Uptown Financial Advisors held 743 shares of IBM worth $209K as of Q2 2026.
  • IBM was a new Uptown Financial Advisors position in Q2 2026.
  • IBM made up 0.14% of Uptown Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Uptown Financial Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Uptown Financial Advisors's IBM position peaked at $220K in Q4 2025.
  • 984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.