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Valued Wealth Advisors’s IBM IBM Stock Holding History

Valued Wealth 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 		$48.2K Sell
171
-18
-10% -$4.54K 0.02% 112
2026
Q1 		$45.8K Buy
189
+21
+13% +$5.68K 0.02% 105
2025
Q4 		$49.8K Buy
168
+8
+5% +$2.4K 0.02% 92
2025
Q3 		$45.3K Sell
160
-4
-2% -$1.05K 0.02% 93
2025
Q2 		$48.2K Buy
164
+2
+1% +$515 0.03% 87
2025
Q1 		$40.2K Buy
162
+5
+3% +$1.22K 0.02% 101
2024
Q4 		$34.5K Buy
157
+90
+134% +$20K 0.02% 109
2024
Q3 		$14.8K Buy
67
+13
+24% +$2.55K 0.01% 178
2024
Q2 		$9.34K Buy
54
+13
+32% +$2.26K 0.01% 206
2024
Q1 		$7.83K Buy
41
+5
+14% +$912 0.01% 212
2023
Q4 		$5.05K Buy
+36
New +$5.44K ﹤0.01% 199

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

Valued Wealth Advisors's IBM Position: Q2 2026 in Review

Valued Wealth Advisors reduced its IBM (IBM) stake by 9.5% in Q2 2026, selling an estimated $4.54K and leaving 171 shares worth $48.2K. The position accounts for 0.02% of the portfolio, ranked #112.

Valued Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.8K in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Valued Wealth Advisors held 171 shares of IBM worth $48.2K as of Q2 2026.
  • Valued Wealth Advisors sold 18 IBM shares in Q2 2026, an estimated $4.54K.
  • IBM made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • Valued Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's IBM position peaked at $49.8K in Q4 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.