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VisionPoint Advisory Group’s IBM IBM Stock Holding History

VisionPoint Advisory Group’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 		$1.42M Buy
5,055
+102
+2% +$25.7K 0.23% 102
2026
Q1 		$1.2M Sell
4,953
-65
-1% -$17.6K 0.23% 104
2025
Q4 		$1.49M Buy
5,018
+119
+2% +$35.6K 0.29% 91
2025
Q3 		$1.38M Sell
4,899
-14
-0.3% -$3.67K 0.28% 93
2025
Q2 		$1.45M Buy
4,913
+1,474
+43% +$380K 0.32% 91
2025
Q1 		$855K Sell
3,439
-493
-13% -$121K 0.29% 77
2024
Q4 		$865K Sell
3,932
-1,009
-20% -$225K 0.3% 89
2024
Q3 		$1.09M Sell
4,941
-173
-3% -$33.9K 0.37% 79
2024
Q2 		$884K Sell
5,114
-329
-6% -$57.2K 0.31% 81
2024
Q1 		$1.04M Sell
5,443
-247
-4% -$45.1K 0.37% 72
2023
Q4 		$931K Buy
5,690
+867
+18% +$131K 0.34% 68
2023
Q3 		$677K Buy
4,823
+436
+10% +$62K 0.29% 77
2023
Q2 		$587K Buy
4,387
+2,190
+100% +$283K 0.24% 83
2023
Q1 		$269K Buy
2,197
+62
+3% +$8.29K 0.12% 128
2022
Q4 		$293K Sell
2,135
-55
-3% -$7.59K 0.12% 104
2022
Q3 		$260K Buy
2,190
+190
+10% +$24.9K 0.13% 74
2022
Q2 		$265K Buy
2,000
+316
+19% +$42.7K 0.1% 85
2022
Q1 		$224K Sell
1,684
-829
-33% -$108K 0.1% 83
2021
Q4 		$345K Sell
2,513
-142
-5% -$17.8K 0.15% 76
2021
Q3 		$314K Buy
2,655
+410
+18% +$54.8K 0.14% 83
2021
Q2 		$315K Hold
2,245
– – 0.14% 81
2021
Q1 		$286K Sell
2,245
-908
-29% -$109K 0.14% 95
2020
Q4 		$379K Sell
3,153
-2,531
-45% -$293K 0.19% 97
2020
Q3 		$661K Sell
5,684
-1,011
-15% -$119K 0.29% 48
2020
Q2 		$805K Sell
6,695
-1,189
-15% -$138K 0.33% 37
2020
Q1 		$836K Buy
7,884
+4,086
+108% +$517K 0.39% 38
2019
Q4 		$487K Buy
3,798
+2,266
+148% +$295K 0.2% 69
2019
Q3 		$209K Buy
+1,532
New +$207K 0.06% 125

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

VisionPoint Advisory Group's IBM Position: Q2 2026 in Review

VisionPoint Advisory Group increased its IBM (IBM) stake by 2.1% in Q2 2026, buying an estimated $25.7K and bringing the position to 5,055 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #102.

VisionPoint Advisory Group first reported a position in IBM in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.49M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • VisionPoint Advisory Group held 5,055 shares of IBM worth $1.42M as of Q2 2026.
  • VisionPoint Advisory Group bought 102 IBM shares in Q2 2026, an estimated $25.7K.
  • IBM made up 0.23% of VisionPoint Advisory Group's portfolio in Q2 2026, its #102 holding.
  • VisionPoint Advisory Group first reported a position in IBM in Q3 2019 and has held it in 28 quarters since.
  • VisionPoint Advisory Group's IBM position peaked at $1.49M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.