WAL
IBM icon

W Advisors LLC’s IBM IBM Stock Holding History

W Advisors 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 		$583K Buy
2,073
+109
+6% +$27.5K 0.27% 80
2026
Q1 		$476K Sell
1,964
-6
-0.3% -$1.62K 0.24% 81
2025
Q4 		$584K Buy
1,970
+34
+2% +$10.2K 0.29% 73
2025
Q3 		$546K Sell
1,936
-1
-0.1% -$262 0.29% 72
2025
Q2 		$571K Sell
1,937
-57
-3% -$14.7K 0.33% 68
2025
Q1 		$496K Buy
1,994
+23
+1% +$5.63K 0.31% 74
2024
Q4 		$433K Buy
1,971
+12
+0.6% +$2.67K 0.27% 76
2024
Q3 		$433K Buy
1,959
+12
+0.6% +$2.35K 0.27% 73
2024
Q2 		$337K Buy
1,947
+14
+0.7% +$2.43K 0.22% 85
2024
Q1 		$369K Buy
1,933
+10
+0.5% +$1.82K 0.25% 77
2023
Q4 		$315K Buy
1,923
+234
+14% +$35.4K 0.23% 82
2023
Q3 		$237K Sell
1,689
-213
-11% -$30.3K 0.19% 91
2023
Q2 		$255K Hold
1,902
– – 0.2% 93
2023
Q1 		$249K Buy
1,902
+175
+10% +$23.4K 0.21% 91
2022
Q4 		$243K Sell
1,727
-353
-17% -$48.7K 0.2% 95
2022
Q3 		$247K Sell
2,080
-22
-1% -$2.89K 0.23% 83
2022
Q2 		$297K Buy
+2,102
New +$284K 0.26% 76
2022
Q1 		– Sell
-1,533
Closed -$205K – 111
2021
Q4 		$205K Buy
+1,533
New +$192K 0.15% 100

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

W Advisors LLC's IBM Position: Q2 2026 in Review

W Advisors LLC increased its IBM (IBM) stake by 5.5% in Q2 2026, buying an estimated $27.5K and bringing the position to 2,073 shares worth $583K. The position accounts for 0.27% of the portfolio, ranked #80.

W Advisors LLC first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $584K in Q4 2025. 1,779 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • W Advisors LLC held 2,073 shares of IBM worth $583K as of Q2 2026.
  • W Advisors LLC bought 109 IBM shares in Q2 2026, an estimated $27.5K.
  • IBM made up 0.27% of W Advisors LLC's portfolio in Q2 2026, its #80 holding.
  • W Advisors LLC first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's IBM position peaked at $584K in Q4 2025.
  • 1,779 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.