WFA
IBM icon

Wells Financial Advisors’s IBM IBM Stock Holding History

Wells 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 		– Sell
-58
Closed -$14.1K – 47
2026
Q1 		$14.1K Hold
58
– – 0.06% 49
2025
Q4 		$17.2K Hold
58
– – 0.03% 63
2025
Q3 		$16.4K Hold
58
– – 0.02% 66
2025
Q2 		$17.1K Hold
58
– – 0.02% 67
2025
Q1 		$14.4K Hold
58
– – 0.02% 70
2024
Q4 		$12.8K Hold
58
– – 0.02% 74
2024
Q3 		$12.8K Buy
+58
New +$11.4K 0.02% 74

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

Wells Financial Advisors's IBM Position: Q2 2026 in Review

Wells Financial Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 58 shares — an estimated $14.1K sold.

Wells Financial Advisors first reported a position in IBM in Q3 2024 and held it in 7 quarters. The position peaked at $17.2K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wells Financial Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 58 IBM shares in Q2 2026, an estimated $14.1K.
  • Wells Financial Advisors first reported a position in IBM in Q3 2024 and held it in 7 quarters.
  • Wells Financial Advisors's IBM position peaked at $17.2K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.