Advocate Group
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Advocate Group’s IBM IBM Stock Holding History

Advocate 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
Q3 		$7.41M Sell
33,703
-2,648
-7% -$629K 1.15% 37
2026
Q2 		$10.2M Sell
36,351
-1,576
-4% -$397K 1.54% 18
2026
Q1 		$9.19M Sell
37,927
-1,067
-3% -$289K 1.44% 27
2025
Q4 		$11.6M Sell
38,994
-5,843
-13% -$1.75M 1.87% 8
2025
Q3 		$12.7M Sell
44,837
-2,846
-6% -$745K 2.08% 9
2025
Q2 		$14.1M Sell
47,683
-4,242
-8% -$1.09M 2.51% 6
2025
Q1 		$12.9M Sell
51,925
-5,214
-9% -$1.28M 2.35% 6
2024
Q4 		$12.6M Sell
57,139
-8,464
-13% -$1.89M 2.37% 5
2024
Q3 		$14.5M Buy
65,603
+524
+0.8% +$103K 2.63% 4
2024
Q2 		$11.3M Sell
65,079
-1,476
-2% -$256K 2.27% 6
2024
Q1 		$12.7M Sell
66,555
-3,960
-6% -$722K 2.53% 4
2023
Q4 		$11.5M Sell
70,515
-530
-0.7% -$80.1K 2.48% 4
2023
Q3 		$10M Buy
71,045
+581
+0.8% +$82.7K 2.31% 7
2023
Q2 		$9.43M Buy
70,464
+1,334
+2% +$172K 2.07% 10
2023
Q1 		$9.06M Buy
69,130
+287
+0.4% +$38.4K 1.98% 11
2022
Q4 		$9.7M Buy
68,843
+6,900
+11% +$952K 2.09% 7
2022
Q3 		$7.36M Buy
61,943
+4,068
+7% +$534K 1.82% 17
2022
Q2 		$8.17M Buy
+57,875
New +$7.81M 1.9% 14

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Advocate Group's IBM Position: Q3 2026 in Review

Advocate Group reduced its IBM (IBM) stake by 7.3% in Q3 2026, selling an estimated $629K and leaving 33,703 shares worth $7.41M. The position accounts for 1.15% of the portfolio, ranked #37.

Advocate Group first reported a position in IBM in Q2 2022 and has held it in 18 quarters since. The position peaked at $14.5M in Q3 2024. 1,590 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Advocate Group held 33,703 shares of IBM worth $7.41M as of Q3 2026.
  • Advocate Group sold 2,648 IBM shares in Q3 2026, an estimated $629K.
  • IBM made up 1.15% of Advocate Group's portfolio in Q3 2026, its #37 holding.
  • Advocate Group first reported a position in IBM in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's IBM position peaked at $14.5M in Q3 2024.
  • 1,590 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.