MW ADVISORY, LLC’s IBM IBM Stock Holding History

MW ADVISORY, LLC’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	$275K	Buy	+978	New	+$246K	0.11%	111

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MW ADVISORY, LLC's IBM Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in IBM (IBM) in Q2 2026: 978 shares worth $275K. The stake represents 0.11% of the portfolio and ranks #111 among its holdings.

2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

MW ADVISORY, LLC held 978 shares of IBM worth $275K as of Q2 2026.
IBM was a new MW ADVISORY, LLC position in Q2 2026.
IBM made up 0.11% of MW ADVISORY, LLC's portfolio in Q2 2026, its #111 holding.
2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.