Amplius Wealth Advisors
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Amplius Wealth Advisors’s IBM IBM Stock Holding History

Amplius Wealth 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
Q3 		$349K Sell
1,589
-55
-3% -$13.1K 0.02% 159
2026
Q2 		$462K Buy
1,644
+272
+20% +$68.5K 0.03% 133
2026
Q1 		$333K Sell
1,372
-3
-0.2% -$812 0.03% 136
2025
Q4 		$407K Sell
1,375
-242
-15% -$72.5K 0.03% 122
2025
Q3 		$456K Sell
1,617
-1,013
-39% -$265K 0.04% 114
2025
Q2 		$775K Buy
2,630
+35
+1% +$9.02K 0.07% 93
2025
Q1 		$645K Sell
2,595
-163
-6% -$39.9K 0.07% 98
2024
Q4 		$606K Sell
2,758
-238
-8% -$53K 0.06% 94
2024
Q3 		$662K Buy
2,996
+1
+0% +$196 0.07% 83
2024
Q2 		$518K Sell
2,995
-1,349
-31% -$234K 0.06% 98
2024
Q1 		$829K Buy
4,344
+2
+0% +$365 0.09% 77
2023
Q4 		$710K Buy
4,342
+46
+1% +$6.95K 0.09% 79
2023
Q3 		$603K Buy
4,296
+23
+0.5% +$3.27K 0.08% 87
2023
Q2 		$572K Sell
4,273
-95
-2% -$12.3K 0.08% 89
2023
Q1 		$573K Sell
4,368
-129
-3% -$17.3K 0.08% 86
2022
Q4 		$634K Sell
4,497
-67
-1% -$9.24K 0.1% 79
2022
Q3 		$542K Buy
4,564
+33
+0.7% +$4.33K 0.1% 78
2022
Q2 		$639K Buy
4,531
+692
+18% +$93.4K 0.1% 76
2022
Q1 		$499K Buy
3,839
+330
+9% +$43K 0.08% 102
2021
Q4 		$469K Buy
+3,509
New +$440K 0.06% 114

Other funds holding IBM

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
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
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Amplius Wealth Advisors's IBM Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its IBM (IBM) stake by 3.3% in Q3 2026, selling an estimated $13.1K and leaving 1,589 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #159.

Amplius Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $829K in Q1 2024. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Amplius Wealth Advisors held 1,589 shares of IBM worth $349K as of Q3 2026.
  • Amplius Wealth Advisors sold 55 IBM shares in Q3 2026, an estimated $13.1K.
  • IBM made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #159 holding.
  • Amplius Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's IBM position peaked at $829K in Q1 2024.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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