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Wescott Financial Advisory Group’s IBM IBM Stock Holding History

Wescott Financial Advisory Group’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 		$812K Sell
2,887
-248
-8% -$62.5K 0.06% 110
2026
Q1 		$760K Buy
3,135
+60
+2% +$16.2K 0.07% 113
2025
Q4 		$911K Buy
3,075
+603
+24% +$181K 0.08% 106
2025
Q3 		$698K Buy
2,472
+36
+1% +$9.42K 0.06% 108
2025
Q2 		$718K Buy
2,436
+14
+0.6% +$3.61K 0.07% 104
2025
Q1 		$602K Buy
2,422
+59
+2% +$14.4K 0.06% 103
2024
Q4 		$519K Buy
2,363
+101
+4% +$22.5K 0.05% 110
2024
Q3 		$500K Buy
2,262
+17
+0.8% +$3.33K 0.05% 113
2024
Q2 		$388K Buy
2,245
+650
+41% +$113K 0.05% 128
2024
Q1 		$305K Buy
1,595
+60
+4% +$10.9K 0.04% 136
2023
Q4 		$251K Buy
1,535
+3
+0.2% +$453 0.04% 145
2023
Q3 		$215K Buy
1,532
+3
+0.2% +$427 0.04% 146
2023
Q2 		$205K Buy
+1,529
New +$197K 0.04% 153

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 $3.37T AUM 44.26% 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

Wescott Financial Advisory Group's IBM Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its IBM (IBM) stake by 7.9% in Q2 2026, selling an estimated $62.5K and leaving 2,887 shares worth $812K. The position accounts for 0.06% of the portfolio, ranked #110.

Wescott Financial Advisory Group first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $911K in Q4 2025. 3,634 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wescott Financial Advisory Group held 2,887 shares of IBM worth $812K as of Q2 2026.
  • Wescott Financial Advisory Group sold 248 IBM shares in Q2 2026, an estimated $62.5K.
  • IBM made up 0.06% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #110 holding.
  • Wescott Financial Advisory Group first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
  • Wescott Financial Advisory Group's IBM position peaked at $911K in Q4 2025.
  • 3,634 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.