Altus Wealth Group’s IBM IBM Stock Holding History

Altus Wealth 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	$359K	Sell	1,632 -33	-2%	-$7.84K	0.13%	94
2026 Q2	$468K	Buy	1,665 +178	+12%	+$44.8K	0.17%	93
2026 Q1	$360K	Buy	1,487 +91	+7%	+$24.6K	0.15%	97
2025 Q4	$414K	Buy	1,396 +10	+0.7%	+$3K	0.17%	91
2025 Q3	$391K	Sell	1,386 -7	-0.5%	-$1.83K	0.16%	95
2025 Q2	$411K	Sell	1,393 -47	-3%	-$12.1K	0.18%	91
2025 Q1	$358K	Sell	1,440 -3	-0.2%	-$734	0.17%	98
2024 Q4	$317K	Buy	1,443 +184	+15%	+$41K	0.14%	111
2024 Q3	$278K	Buy	1,259 +25	+2%	+$4.9K	0.12%	118
2024 Q2	$213K	Buy	1,234 +36	+3%	+$6.26K	0.11%	122
2024 Q1	$229K	Buy	+1,198	New	+$219K	0.11%	122
2021 Q1	–	Sell	-1,213	Closed	-$146K	–	448
2020 Q4	$146K	Buy	+1,213	New	+$140K	0.14%	114

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Altus Wealth Group's IBM Position: Q3 2026 in Review

Altus Wealth Group reduced its IBM (IBM) stake by 2% in Q3 2026, selling an estimated $7.84K and leaving 1,632 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #94.

Altus Wealth Group first reported a position in IBM in Q4 2020 and has held it in 12 quarters since. The position peaked at $468K in Q2 2026. 1,774 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Altus Wealth Group held 1,632 shares of IBM worth $359K as of Q3 2026.
Altus Wealth Group sold 33 IBM shares in Q3 2026, an estimated $7.84K.
IBM made up 0.13% of Altus Wealth Group's portfolio in Q3 2026, its #94 holding.
Altus Wealth Group first reported a position in IBM in Q4 2020 and has held it in 12 quarters since.
Altus Wealth Group's IBM position peaked at $468K in Q2 2026.
1,774 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.