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Wealth Advisors of Iowa’s IBM IBM Stock Holding History

Wealth Advisors of Iowa’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 		$409K Buy
1,456
+9
+0.6% +$2.27K 0.11% 60
2026
Q1 		$351K Buy
1,447
+30
+2% +$8.12K 0.11% 62
2025
Q4 		$420K Buy
1,417
+7
+0.5% +$2.1K 0.14% 55
2025
Q3 		$398K Buy
1,410
+9
+0.6% +$2.36K 0.14% 55
2025
Q2 		$413K Buy
1,401
+9
+0.6% +$2.32K 0.15% 51
2025
Q1 		$346K Buy
1,392
+9
+0.7% +$2.2K 0.15% 52
2024
Q4 		$304K Sell
1,383
-92
-6% -$20.5K 0.15% 48
2024
Q3 		$326K Buy
1,475
+11
+0.8% +$2.16K 0.17% 44
2024
Q2 		$253K Sell
1,464
-5
-0.3% -$869 0.14% 42
2024
Q1 		$281K Buy
1,469
+32
+2% +$5.84K 0.17% 50
2023
Q4 		$235K Buy
+1,437
New +$217K 0.16% 51
2023
Q3 		– Sell
-1,657
Closed -$222K – 62
2023
Q2 		$222K Buy
1,657
+17
+1% +$2.19K 0.16% 53
2023
Q1 		$215K Sell
1,640
-664
-29% -$88.8K 0.17% 51
2022
Q4 		$325K Sell
2,304
-2,120
-48% -$292K 0.27% 42
2022
Q3 		$525K Sell
4,424
-292
-6% -$38.3K 0.49% 21
2022
Q2 		$666K Buy
4,716
+309
+7% +$41.7K 0.36% 22
2022
Q1 		$573K Buy
4,407
+1,515
+52% +$198K 0.29% 35
2021
Q4 		$386K Sell
2,892
-211
-7% -$26.5K 0.21% 38
2021
Q3 		$412K Buy
3,103
+1,675
+117% +$224K 0.22% 35
2021
Q2 		$200K Buy
+1,428
New +$195K 0.1% 52

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 $3.38T AUM 44.17% 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

Wealth Advisors of Iowa's IBM Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its IBM (IBM) stake by 0.62% in Q2 2026, buying an estimated $2.27K and bringing the position to 1,456 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #60.

Wealth Advisors of Iowa first reported a position in IBM in Q2 2021 and has held it in 20 quarters since. The position peaked at $666K in Q2 2022. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealth Advisors of Iowa held 1,456 shares of IBM worth $409K as of Q2 2026.
  • Wealth Advisors of Iowa bought 9 IBM shares in Q2 2026, an estimated $2.27K.
  • IBM made up 0.11% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #60 holding.
  • Wealth Advisors of Iowa first reported a position in IBM in Q2 2021 and has held it in 20 quarters since.
  • Wealth Advisors of Iowa's IBM position peaked at $666K in Q2 2022.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.