Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s IBM IBM Stock Holding History

Wealth Enhancement Advisory Services’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 		$170M Buy
665,812
+48,063
+8% +$12.1M 0.28% 57
2026
Q1 		$136M Sell
617,749
-188,812
-23% -$51.1M 0.28% 62
2025
Q4 		$245M Buy
806,561
+16,277
+2% +$4.87M 0.33% 49
2025
Q3 		$232M Sell
790,284
-305,150
-28% -$79.9M 0.35% 49
2025
Q2 		$320M Sell
1,095,434
-62,932
-5% -$16.2M 0.53% 31
2025
Q1 		$288M Buy
1,158,366
+250,283
+28% +$61.2M 0.55% 29
2024
Q4 		$200M Buy
908,083
+128,615
+17% +$28.6M 0.38% 46
2024
Q3 		$172M Buy
779,468
+68,760
+10% +$13.5M 0.37% 49
2024
Q2 		$123M Buy
710,708
+47,388
+7% +$8.23M 0.29% 67
2024
Q1 		$127M Buy
663,320
+2,135
+0.3% +$389K 0.33% 61
2023
Q4 		$108M Buy
661,185
+422,408
+177% +$63.8M 0.31% 66
2023
Q3 		$33.5M Buy
238,777
+102,276
+75% +$14.6M 0.11% 191
2023
Q2 		$18.3M Buy
136,501
+1,627
+1% +$210K 0.2% 59
2023
Q1 		$17.7M Buy
134,874
+122,276
+971% +$16.4M 0.21% 58
2022
Q4 		$1.7M Buy
12,598
+69
+0.6% +$9.52K 0.02% 184
2022
Q3 		$1.49M Sell
12,529
-583
-4% -$76.5K 0.02% 196
2022
Q2 		$1.84M Buy
13,112
+553
+4% +$74.6K 0.03% 205
2022
Q1 		$1.64M Sell
12,559
-332
-3% -$43.3K 0.02% 199
2021
Q4 		$1.72M Sell
12,891
-460
-3% -$57.7K 0.02% 179
2021
Q3 		$1.62M Buy
13,351
+3
+0% +$401 0.02% 159
2021
Q2 		$1.79M Buy
13,348
+1,093
+9% +$149K 0.03% 147
2021
Q1 		$1.57M Buy
12,255
+206
+2% +$24.7K 0.03% 151
2020
Q4 		$1.48M Buy
12,049
+4
+0% +$462 0.03% 131
2020
Q3 		$1.47M Sell
12,045
-22,327
-65% -$2.63M 0.04% 168
2020
Q2 		$4.23M Sell
34,372
-19,613
-36% -$2.28M 0.12% 65
2020
Q1 		$6.52M Buy
53,985
+38,254
+243% +$4.84M 0.23% 52
2019
Q4 		$2.02M Buy
15,731
+169
+1% +$22K 0.07% 108
2019
Q3 		$2.12M Sell
15,562
-8,082
-34% -$1.09M 0.09% 95
2019
Q2 		$3.41M Sell
23,644
-12,922
-35% -$1.7M 0.15% 56
2019
Q1 		$4.91M Buy
36,566
+20,799
+132% +$2.65M 0.28% 37
2018
Q4 		$1.87M Buy
15,767
+210
+1% +$25.2K 0.12% 68
2018
Q3 		$1.89M Buy
15,557
+27
+0.2% +$3.77K 0.11% 65
2018
Q2 		$2.15M Sell
15,530
-7,574
-33% -$1.06M 0.13% 63
2018
Q1 		$3.49M Sell
23,104
-1,954
-8% -$296K 0.23% 44
2017
Q4 		$3.91M Sell
25,058
-1,426
-5% -$207K 0.28% 41
2017
Q3 		$3.71M Buy
26,484
+10,515
+66% +$1.46M 0.31% 45
2017
Q2 		$2.33M Buy
+15,969
New +$2.41M 0.22% 57
2017
Q1 		– Sell
-13,091
Closed -$2.08M – 157
2016
Q4 		$2.08M Buy
13,091
+8,707
+199% +$1.33M 0.25% 53
2016
Q3 		$658K Buy
+4,384
New +$665K 0.1% 121

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its IBM (IBM) stake by 7.8% in Q2 2026, buying an estimated $12.1M and bringing the position to 665,812 shares worth $170M. The position accounts for 0.28% of the portfolio, ranked #57.

Wealth Enhancement Advisory Services first reported a position in IBM in Q3 2016 and has held it in 39 quarters since. The position peaked at $320M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 665,812 shares of IBM worth $170M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 48,063 IBM shares in Q2 2026, an estimated $12.1M.
  • IBM made up 0.28% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #57 holding.
  • Wealth Enhancement Advisory Services first reported a position in IBM in Q3 2016 and has held it in 39 quarters since.
  • Wealth Enhancement Advisory Services's IBM position peaked at $320M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.