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Wealthcare Advisory Partners’s IBM IBM Stock Holding History

Wealthcare Advisory Partners’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 		$6.1M Sell
21,674
-875
-4% -$220K 0.12% 152
2026
Q1 		$5.47M Buy
22,549
+136
+0.6% +$36.8K 0.11% 169
2025
Q4 		$6.64M Buy
22,413
+330
+1% +$98.8K 0.13% 140
2025
Q3 		$6.23M Buy
22,083
+1,011
+5% +$265K 0.13% 139
2025
Q2 		$6.21M Buy
21,072
+2,042
+11% +$526K 0.14% 130
2025
Q1 		$4.73M Buy
19,030
+422
+2% +$103K 0.13% 146
2024
Q4 		$4.09M Buy
18,608
+61
+0.3% +$13.6K 0.11% 157
2024
Q3 		$4.1M Buy
18,547
+1,831
+11% +$359K 0.12% 156
2024
Q2 		$2.89M Buy
16,716
+1,211
+8% +$210K 0.09% 182
2024
Q1 		$2.96M Buy
15,505
+1,711
+12% +$312K 0.1% 177
2023
Q4 		$2.26M Buy
13,794
+907
+7% +$137K 0.09% 179
2023
Q3 		$1.81M Sell
12,887
-664
-5% -$94.5K 0.08% 185
2023
Q2 		$1.81M Buy
13,551
+275
+2% +$35.5K 0.08% 194
2023
Q1 		$1.74M Sell
13,276
-533
-4% -$71.3K 0.07% 197
2022
Q4 		$1.95M Buy
13,809
+3,634
+36% +$501K 0.09% 164
2022
Q3 		$1.21M Buy
10,175
+1,346
+15% +$177K 0.07% 209
2022
Q2 		$1.25M Buy
8,829
+441
+5% +$59.5K 0.08% 177
2022
Q1 		$1.09M Sell
8,388
-2,077
-20% -$271K 0.07% 178
2021
Q4 		$1.4M Buy
10,465
+970
+10% +$122K 0.08% 147
2021
Q3 		$1.26M Buy
9,495
+613
+7% +$81.9K 0.08% 156
2021
Q2 		$1.25M Buy
8,882
+657
+8% +$89.8K 0.08% 159
2021
Q1 		$1.05M Buy
8,225
+2,367
+40% +$283K 0.08% 172
2020
Q4 		$705K Buy
5,858
+180
+3% +$20.8K 0.06% 190
2020
Q3 		$660K Buy
5,678
+64
+1% +$7.54K 0.07% 170
2020
Q2 		$648K Buy
5,614
+3,704
+194% +$430K 0.08% 144
2020
Q1 		$203K Sell
1,910
-370
-16% -$46.8K 0.03% 259
2019
Q4 		$292K Sell
2,280
-426
-16% -$55.4K 0.04% 244
2019
Q3 		$376K Buy
2,706
+420
+18% +$56.7K 0.05% 184
2019
Q2 		$301K Buy
2,286
+218
+11% +$28.6K 0.05% 202
2019
Q1 		$279K Buy
2,068
+286
+16% +$36.5K 0.05% 196
2018
Q4 		$194K Sell
1,782
-11
-0.6% -$1.32K 0.04% 212
2018
Q3 		$259K Sell
1,793
-520
-22% -$72.7K 0.05% 185
2018
Q2 		$309K Sell
2,313
-168
-7% -$23.4K 0.06% 169
2018
Q1 		$364K Buy
2,481
+706
+40% +$107K 0.08% 134
2017
Q4 		$260K Buy
1,775
+528
+42% +$76.8K 0.07% 147
2017
Q3 		$173K Buy
1,247
+1,072
+613% +$149K 0.05% 159
2017
Q2 		$26K Hold
175
– – 0.01% 59
2017
Q1 		$29K Hold
175
– – 0.02% 54
2016
Q4 		$28K Hold
175
– – 0.02% 57
2016
Q3 		$27K Hold
175
– – 0.02% 45
2016
Q2 		$25K Buy
+175
New +$25.1K 0.02% 63

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Wealthcare Advisory Partners's IBM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its IBM (IBM) stake by 3.9% in Q2 2026, selling an estimated $220K and leaving 21,674 shares worth $6.1M. The position accounts for 0.12% of the portfolio, ranked #152.

Wealthcare Advisory Partners first reported a position in IBM in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.64M in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealthcare Advisory Partners held 21,674 shares of IBM worth $6.1M as of Q2 2026.
  • Wealthcare Advisory Partners sold 875 IBM shares in Q2 2026, an estimated $220K.
  • IBM made up 0.12% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #152 holding.
  • Wealthcare Advisory Partners first reported a position in IBM in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's IBM position peaked at $6.64M in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.