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West Michigan Advisors’s IBM IBM Stock Holding History

West Michigan 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 		$976K Sell
3,471
-844
-20% -$213K 0.19% 127
2026
Q1 		$1.05M Sell
4,315
-334
-7% -$90.4K 0.23% 105
2025
Q4 		$1.38M Buy
4,649
+249
+6% +$74.6K 0.32% 83
2025
Q3 		$1.24M Sell
4,400
-503
-10% -$132K 0.3% 86
2025
Q2 		$1.45M Sell
4,903
-3
-0.1% -$773 0.41% 51
2025
Q1 		$1.22M Sell
4,906
-31
-0.6% -$7.58K 0.4% 52
2024
Q4 		$1.09M Sell
4,937
-193
-4% -$43K 0.33% 57
2024
Q3 		$1.13M Buy
5,130
+2,238
+77% +$439K 0.34% 59
2024
Q2 		$500K Buy
2,892
+53
+2% +$9.21K 0.16% 98
2024
Q1 		$542K Buy
2,839
+231
+9% +$42.1K 0.18% 91
2023
Q4 		$427K Buy
2,608
+621
+31% +$93.8K 0.16% 86
2023
Q3 		$279K Sell
1,987
-26
-1% -$3.7K 0.15% 108
2023
Q2 		$269K Buy
2,013
+85
+4% +$11K 0.11% 167
2023
Q1 		$253K Buy
1,928
+124
+7% +$16.6K 0.14% 115
2022
Q4 		$254K Buy
1,804
+100
+6% +$13.8K 0.19% 89
2022
Q3 		$203K Buy
1,704
+29
+2% +$3.81K 0.18% 100
2022
Q2 		$236K Buy
1,675
+24
+1% +$3.24K 0.2% 93
2022
Q1 		$215K Sell
1,651
-1,767
-52% -$230K 0.15% 119
2021
Q4 		$457K Buy
+3,418
New +$429K 0.34% 59

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 $3.38T AUM 44.17% 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

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

West Michigan Advisors reduced its IBM (IBM) stake by 20% in Q2 2026, selling an estimated $213K and leaving 3,471 shares worth $976K. The position accounts for 0.19% of the portfolio, ranked #127.

West Michigan Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • West Michigan Advisors held 3,471 shares of IBM worth $976K as of Q2 2026.
  • West Michigan Advisors sold 844 IBM shares in Q2 2026, an estimated $213K.
  • IBM made up 0.19% of West Michigan Advisors's portfolio in Q2 2026, its #127 holding.
  • West Michigan Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's IBM position peaked at $1.45M in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.