AMI Asset Management
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AMI Asset Management’s IBM IBM Stock Holding History

AMI Asset Management’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
-1,582
Closed -$445K – 102
2026
Q2 		$445K Buy
1,582
+19
+1% +$4.79K 0.03% 87
2026
Q1 		$379K Buy
+1,563
New +$423K 0.02% 85

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AMI Asset Management's IBM Position: Q3 2026 in Review

AMI Asset Management sold out of IBM (IBM) in Q3 2026, closing a stake of 1,582 shares — an estimated $445K sold.

AMI Asset Management first reported a position in IBM in Q1 2026 and held it in 2 quarters. The position peaked at $445K in Q2 2026. 1,016 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • AMI Asset Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • AMI Asset Management sold 1,582 IBM shares in Q3 2026, an estimated $445K.
  • AMI Asset Management first reported a position in IBM in Q1 2026 and held it in 2 quarters.
  • AMI Asset Management's IBM position peaked at $445K in Q2 2026.
  • 1,016 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on AMI Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.