WFAG
IBM icon

Worth Financial Advisory Group’s IBM IBM Stock Holding History

Worth 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 		$254K Buy
+905
New +$228K 0.11% 172
2026
Q1 		– Sell
-732
Closed -$217K – 97
2025
Q4 		$217K Buy
+732
New +$219K 0.11% 172
2025
Q3 		– Sell
-737
Closed -$217K – 155
2025
Q2 		$217K Buy
+737
New +$190K 0.13% 140

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

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

Worth Financial Advisory Group opened a new position in IBM (IBM) in Q2 2026: 905 shares worth $254K. The stake represents 0.11% of the portfolio and ranks #172 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in IBM as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in IBM in Q2 2025 and has held it in 3 quarters since. 1,946 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Worth Financial Advisory Group held 905 shares of IBM worth $254K as of Q2 2026.
  • IBM was a new Worth Financial Advisory Group position in Q2 2026.
  • IBM made up 0.11% of Worth Financial Advisory Group's portfolio in Q2 2026, its #172 holding.
  • Worth Financial Advisory Group first reported a position in IBM in Q2 2025 and has held it in 3 quarters since.
  • 1,946 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.