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
2023
Q4 		– Sell
-3,000
Closed -$29.3K – 2389
2023
Q3 		$29.3K Buy
+3,000
New +$427K ﹤0.01% 2182

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.