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Valeo Financial Advisors’s IBM IBM Stock Holding History

Valeo 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
2023
Q4 		– Sell
-300
Closed -$42 – 691
2023
Q3 		$42 Buy
+300
New +$42.7K ﹤0.01% 638
2021
Q3 		– Sell
-1,778
Closed -$249K – 605
2021
Q2 		$249K Buy
+1,778
New +$243K 0.02% 401

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Valeo Financial Advisors reduced its IBM (IBM) stake by 5.4% in Q2 2026, selling an estimated $226K and leaving 15,643 shares worth $4.4M. The position accounts for 0.09% of the portfolio, ranked #104.

Valeo Financial Advisors first reported a position in IBM in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.44M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Valeo Financial Advisors held 15,643 shares of IBM worth $4.4M as of Q2 2026.
  • Valeo Financial Advisors sold 897 IBM shares in Q2 2026, an estimated $226K.
  • IBM made up 0.09% of Valeo Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Valeo Financial Advisors first reported a position in IBM in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's IBM position peaked at $5.44M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.