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YHB Investment Advisors’s IBM IBM Stock Holding History

YHB Investment 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 		$1.34M Sell
4,782
-447
-9% -$113K 0.09% 148
2026
Q1 		$1.27M Buy
5,229
+223
+4% +$60.3K 0.09% 149
2025
Q4 		$1.48M Buy
5,006
+45
+0.9% +$13.5K 0.1% 140
2025
Q3 		$1.4M Buy
4,961
+201
+4% +$52.6K 0.1% 141
2025
Q2 		$1.4M Buy
4,760
+55
+1% +$14.2K 0.11% 142
2025
Q1 		$1.17M Buy
4,705
+156
+3% +$38.2K 0.1% 145
2024
Q4 		$1,000K Buy
4,549
+474
+12% +$106K 0.08% 151
2024
Q3 		$901K Sell
4,075
-43
-1% -$8.43K 0.07% 155
2024
Q2 		$712K Buy
4,118
+153
+4% +$26.6K 0.06% 171
2024
Q1 		$757K Sell
3,965
-29
-0.7% -$5.29K 0.07% 162
2023
Q4 		$653K Sell
3,994
-4
-0.1% -$604 0.06% 166
2023
Q3 		$561K Sell
3,998
-48
-1% -$6.83K 0.05% 181
2023
Q2 		$541K Sell
4,046
-81
-2% -$10.5K 0.05% 183
2023
Q1 		$541K Buy
4,127
+417
+11% +$55.8K 0.05% 184
2022
Q4 		$523K Buy
3,710
+101
+3% +$13.9K 0.06% 179
2022
Q3 		$429K Buy
3,609
+697
+24% +$91.5K 0.05% 197
2022
Q2 		$411K Buy
2,912
+460
+19% +$62.1K 0.04% 199
2022
Q1 		$319K Sell
2,452
-35
-1% -$4.56K 0.03% 234
2021
Q4 		$332K Sell
2,487
-226
-8% -$28.3K 0.03% 248
2021
Q3 		$360K Buy
2,713
+10
+0.4% +$1.34K 0.03% 225
2021
Q2 		$379K Buy
2,703
+47
+2% +$6.43K 0.03% 224
2021
Q1 		$339K Buy
2,656
+21
+0.8% +$2.51K 0.03% 229
2020
Q4 		$317K Sell
2,635
-26
-1% -$3K 0.03% 230
2020
Q3 		$310K Sell
2,661
-2,488
-48% -$293K 0.03% 212
2020
Q2 		$595K Sell
5,149
-393
-7% -$45.6K 0.09% 123
2020
Q1 		$588K Buy
5,542
+79
+1% +$9.99K 0.1% 119
2019
Q4 		$700K Buy
5,463
+26
+0.5% +$3.38K 0.1% 123
2019
Q3 		$756K Buy
5,437
+164
+3% +$22.1K 0.12% 121
2019
Q2 		$695K Sell
5,273
-230
-4% -$30.2K 0.11% 127
2019
Q1 		$742K Sell
5,503
-26
-0.5% -$3.31K 0.12% 127
2018
Q4 		$601K Sell
5,529
-147
-3% -$17.6K 0.11% 126
2018
Q3 		$820K Sell
5,676
-272
-5% -$38K 0.12% 127
2018
Q2 		$794K Buy
5,948
+63
+1% +$8.79K 0.13% 126
2018
Q1 		$863K Sell
5,885
-99
-2% -$15K 0.15% 117
2017
Q4 		$878K Sell
5,984
-708
-11% -$103K 0.15% 112
2017
Q3 		$928K Sell
6,692
-450
-6% -$62.7K 0.17% 110
2017
Q2 		$1.05M Buy
7,142
+187
+3% +$28.2K 0.18% 107
2017
Q1 		$1.07M Buy
6,955
+11
+0.2% +$1.84K 0.2% 100
2016
Q4 		$1.1M Sell
6,944
-1,462
-17% -$223K 0.23% 97
2016
Q3 		$1.28M Buy
8,406
+1,547
+23% +$235K 0.31% 89
2016
Q2 		$995K Sell
6,859
-1,866
-21% -$267K 0.22% 98
2016
Q1 		$1.26M Sell
8,725
-1,801
-17% -$230K 0.34% 80
2015
Q4 		$1.39M Buy
10,526
+744
+8% +$100K 0.31% 86
2015
Q3 		$1.36M Buy
9,782
+51
+0.5% +$7.53K 0.32% 88
2015
Q2 		$1.51M Sell
9,731
-4,090
-30% -$657K 0.33% 85
2015
Q1 		$2.12M Sell
13,821
-2,776
-17% -$421K 0.48% 69
2014
Q4 		$2.55M Sell
16,597
-2,043
-11% -$325K 0.58% 61
2014
Q3 		$3.38M Sell
18,640
-246
-1% -$44.8K 0.81% 42
2014
Q2 		$3.27M Sell
18,886
-357
-2% -$64.3K 0.79% 46
2014
Q1 		$3.54M Sell
19,243
-440
-2% -$77.5K 0.9% 39
2013
Q4 		$3.53M Sell
19,683
-2,214
-10% -$382K 0.95% 39
2013
Q3 		$3.88M Sell
21,897
-595
-3% -$108K 1.15% 31
2013
Q2 		$4.11M Buy
+22,492
New +$4.38M 1.28% 25

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

YHB Investment Advisors's IBM Position: Q2 2026 in Review

YHB Investment Advisors reduced its IBM (IBM) stake by 8.5% in Q2 2026, selling an estimated $113K and leaving 4,782 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #148.

YHB Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.11M in Q2 2013. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • YHB Investment Advisors held 4,782 shares of IBM worth $1.34M as of Q2 2026.
  • YHB Investment Advisors sold 447 IBM shares in Q2 2026, an estimated $113K.
  • IBM made up 0.09% of YHB Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • YHB Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's IBM position peaked at $4.11M in Q2 2013.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.