WCFA
IBM icon

Walkner Condon Financial Advisors’s IBM IBM Stock Holding History

Walkner Condon 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
2026
Q2 		$666K Buy
2,367
+70
+3% +$17.6K 0.08% 161
2026
Q1 		$557K Sell
2,297
-318
-12% -$86K 0.07% 162
2025
Q4 		$775K Buy
2,615
+36
+1% +$10.8K 0.11% 133
2025
Q3 		$728K Buy
2,579
+104
+4% +$27.2K 0.12% 133
2025
Q2 		$730K Hold
2,475
– – 0.13% 118
2025
Q1 		$615K Buy
2,475
+156
+7% +$38.2K 0.12% 128
2024
Q4 		$510K Sell
2,319
-125
-5% -$27.8K 0.1% 161
2024
Q3 		$540K Sell
2,444
-95
-4% -$18.6K 0.11% 149
2024
Q2 		$439K Buy
2,539
+39
+2% +$6.78K 0.09% 157
2024
Q1 		$477K Buy
2,500
+72
+3% +$13.1K 0.1% 160
2023
Q4 		$397K Buy
2,428
+276
+13% +$41.7K 0.09% 178
2023
Q3 		$302K Sell
2,152
-258
-11% -$36.7K 0.08% 189
2023
Q2 		$322K Buy
2,410
+368
+18% +$47.5K 0.09% 177
2023
Q1 		$268K Buy
2,042
+42
+2% +$5.62K 0.08% 187
2022
Q4 		$282K Sell
2,000
-25
-1% -$3.45K 0.08% 174
2022
Q3 		$241K Buy
2,025
+90
+5% +$11.8K 0.08% 185
2022
Q2 		$273K Sell
1,935
-58
-3% -$7.83K 0.09% 185
2022
Q1 		$259K Buy
+1,993
New +$260K 0.07% 188

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

Walkner Condon Financial Advisors's IBM Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its IBM (IBM) stake by 3% in Q2 2026, buying an estimated $17.6K and bringing the position to 2,367 shares worth $666K. The position accounts for 0.08% of the portfolio, ranked #161.

Walkner Condon Financial Advisors first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $775K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Walkner Condon Financial Advisors held 2,367 shares of IBM worth $666K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 70 IBM shares in Q2 2026, an estimated $17.6K.
  • IBM made up 0.08% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #161 holding.
  • Walkner Condon Financial Advisors first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Walkner Condon Financial Advisors's IBM position peaked at $775K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.