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Advus Financial Partners, LLC’s IBM IBM Stock Holding History

Advus Financial Partners, LLC’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 		$412K Sell
1,465
-25
-2% -$6.3K 0.09% 153
2026
Q1 		$361K Sell
1,490
-2
-0.1% -$541 0.09% 158
2025
Q4 		$442K Sell
1,492
-421
-22% -$126K 0.11% 133
2025
Q3 		$540K Sell
1,913
-190
-9% -$49.7K 0.13% 121
2025
Q2 		$620K Buy
2,103
+98
+5% +$25.2K 0.16% 100
2025
Q1 		$499K Buy
2,005
+198
+11% +$48.4K 0.14% 109
2024
Q4 		$397K Buy
1,807
+184
+11% +$41K 0.11% 125
2024
Q3 		$359K Sell
1,623
-269
-14% -$52.7K 0.1% 135
2024
Q2 		$327K Sell
1,892
-11
-0.6% -$1.91K 0.1% 130
2024
Q1 		$363K Sell
1,903
-63
-3% -$11.5K 0.11% 120
2023
Q4 		$322K Buy
1,966
+119
+6% +$18K 0.11% 120
2023
Q3 		$259K Sell
1,847
-414
-18% -$58.9K 0.1% 121
2023
Q2 		$303K Buy
+2,261
New +$292K 0.12% 105

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

Advus Financial Partners, LLC's IBM Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its IBM (IBM) stake by 1.7% in Q2 2026, selling an estimated $6.3K and leaving 1,465 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #153.

Advus Financial Partners, LLC first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $620K in Q2 2025. 3,622 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Advus Financial Partners, LLC held 1,465 shares of IBM worth $412K as of Q2 2026.
  • Advus Financial Partners, LLC sold 25 IBM shares in Q2 2026, an estimated $6.3K.
  • IBM made up 0.09% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #153 holding.
  • Advus Financial Partners, LLC first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
  • Advus Financial Partners, LLC's IBM position peaked at $620K in Q2 2025.
  • 3,622 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.