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Advus Financial Partners’s IBM IBM Stock Holding History

Advus Financial Partners’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 		– Sell
-831
Closed -$234K – 145
2026
Q2 		$234K Buy
+831
New +$209K 0.07% 132
2026
Q1 		– Sell
-766
Closed -$227K – 71
2025
Q4 		$227K Buy
766
+15
+2% +$4.49K 0.08% 62
2025
Q3 		$212K Hold
751
– – 0.08% 64
2025
Q2 		$221K Buy
+751
New +$193K 0.09% 62
2023
Q3 		– Sell
-1,500
Closed -$201K – 55
2023
Q2 		$201K Buy
+1,500
New +$194K 0.11% 53

Other funds holding IBM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Advus Financial Partners's IBM Position: Q3 2026 in Review

Advus Financial Partners sold out of IBM (IBM) in Q3 2026, closing a stake of 831 shares — an estimated $234K sold.

Advus Financial Partners first reported a position in IBM in Q2 2023 and held it in 5 quarters. The position peaked at $234K in Q2 2026. 1,290 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Advus Financial Partners reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Advus Financial Partners sold 831 IBM shares in Q3 2026, an estimated $234K.
  • Advus Financial Partners first reported a position in IBM in Q2 2023 and held it in 5 quarters.
  • Advus Financial Partners's IBM position peaked at $234K in Q2 2026.
  • 1,290 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.