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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 		$1.05M Hold
4,315
– – 0.23% 105
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

West Michigan Advisors held its IBM (IBM) position steady in Q2 2026 at 4,315 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #105.

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. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • West Michigan Advisors held 4,315 shares of IBM worth $1.05M as of Q2 2026.
  • West Michigan Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.23% of West Michigan Advisors's portfolio in Q2 2026, its #105 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.
  • 1,810 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.