West Financial Advisors’s IBM IBM Stock Holding History

West 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	$215K	Hold	766	–	–	0.03%	61
2026 Q1	$186K	Sell	766 -22	-3%	-$5.95K	0.03%	58
2025 Q4	$233K	Buy	788 +22	+3%	+$6.59K	0.04%	54
2025 Q3	$216K	Hold	766	–	–	0.04%	57
2025 Q2	$226K	Hold	766	–	–	0.04%	55
2025 Q1	$190K	Hold	766	–	–	0.04%	61
2024 Q4	$168K	Buy	+766	New	+$171K	0.03%	64
2023 Q4	–	Sell	-38	Closed	-$5.33K	–	180
2023 Q3	$5.33K	Buy	+38	New	+$5.41K	﹤0.01%	152
2022 Q2	–	Sell	-41	Closed	-$5K	–	178
2022 Q1	$5K	Buy	+41	New	+$5.35K	﹤0.01%	166
2021 Q2	–	Sell	-13	Closed	-$2K	–	150
2021 Q1	$2K	Buy	+13	New	+$1.56K	﹤0.01%	142

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

West Financial Advisors held its IBM (IBM) position steady in Q2 2026 at 766 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #61.

West Financial Advisors first reported a position in IBM in Q1 2021 and has held it in 10 quarters since. The position peaked at $233K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

West Financial Advisors held 766 shares of IBM worth $215K as of Q2 2026.
West Financial Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.03% of West Financial Advisors's portfolio in Q2 2026, its #61 holding.
West Financial Advisors first reported a position in IBM in Q1 2021 and has held it in 10 quarters since.
West Financial Advisors's IBM position peaked at $233K in Q4 2025.
1,718 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.