Ascent Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $2.04M | Sell |
9,275
-36
| -0.4% | -$8.55K | 0.2% | 98 |
|
|
2026
Q2 | $2.62M | Buy |
9,311
+1,818
| +24% | +$458K | 0.26% | 75 |
|
|
2026
Q1 | $1.82M | Buy |
7,493
+214
| +3% | +$57.9K | 0.21% | 96 |
|
|
2025
Q4 | $2.16M | Sell |
7,279
-15
| -0.2% | -$4.49K | 0.25% | 81 |
|
|
2025
Q3 | $2.06M | Sell |
7,294
-130
| -2% | -$34K | 0.24% | 85 |
|
|
2025
Q2 | $2.19M | Sell |
7,424
-21
| -0.3% | -$5.41K | 0.27% | 77 |
|
|
2025
Q1 | $1.85M | Buy |
7,445
+236
| +3% | +$57.7K | 0.25% | 84 |
|
|
2024
Q4 | $1.58M | Buy |
7,209
+65
| +0.9% | +$14.5K | 0.21% | 86 |
|
|
2024
Q3 | $1.58M | Buy |
7,144
+49
| +0.7% | +$9.6K | 0.22% | 88 |
|
|
2024
Q2 | $1.23M | Buy |
7,095
+5,457
| +333% | +$948K | 0.18% | 102 |
|
|
2024
Q1 | $313K | Hold |
1,638
| – | – | 0.05% | 150 |
|
|
2023
Q4 | $268K | Hold |
1,638
| – | – | 0.04% | 148 |
|
|
2023
Q3 | $230K | Buy |
+1,638
| New | +$233K | 0.04% | 152 |
|
|
2019
Q3 | – | Sell |
-1,524
| Closed | -$201K | – | 120 |
|
|
2019
Q2 | $201K | Sell |
1,524
-347
| -19% | -$45.6K | 0.06% | 114 |
|
|
2019
Q1 | $252K | Buy |
1,871
+1
| +0.1% | +$127 | 0.08% | 109 |
|
|
2018
Q4 | $203K | Sell |
1,870
-852
| -31% | -$102K | 0.08% | 114 |
|
|
2018
Q3 | $317K | Buy |
2,722
+770
| +39% | +$108K | 0.1% | 106 |
|
|
2018
Q2 | $261K | Sell |
1,952
-54
| -3% | -$7.53K | 0.09% | 109 |
|
|
2018
Q1 | $294K | Sell |
2,006
-43
| -2% | -$6.51K | 0.11% | 105 |
|
|
2017
Q4 | $301K | Buy |
2,049
+1
| +0% | +$145 | 0.11% | 104 |
|
|
2017
Q3 | $284K | Buy |
2,048
+1
| +0% | +$139 | 0.11% | 105 |
|
|
2017
Q2 | $301K | Buy |
2,047
+53
| +3% | +$7.99K | 0.13% | 96 |
|
|
2017
Q1 | $332K | Sell |
1,994
-47
| -2% | -$7.88K | 0.15% | 96 |
|
|
2016
Q4 | $324K | Hold |
2,041
| – | – | 0.16% | 95 |
|
|
2016
Q3 | $310K | Hold |
2,041
| – | – | 0.16% | 95 |
|
|
2016
Q2 | $296K | Sell |
2,041
-34
| -2% | -$4.87K | 0.15% | 96 |
|
|
2016
Q1 | $300K | Sell |
2,075
-79
| -4% | -$10.1K | 0.16% | 92 |
|
|
2015
Q4 | $283K | Hold |
2,154
| – | – | 0.16% | 91 |
|
|
2015
Q3 | $298K | Sell |
2,154
-45
| -2% | -$6.64K | 0.18% | 87 |
|
|
2015
Q2 | $342K | Sell |
2,199
-46
| -2% | -$7.39K | 0.19% | 85 |
|
|
2015
Q1 | $344K | Sell |
2,245
-19
| -0.8% | -$2.88K | 0.19% | 87 |
|
|
2014
Q4 | $347K | Buy |
2,264
+29
| +1% | +$4.61K | 0.2% | 87 |
|
|
2014
Q3 | $406K | Buy |
2,235
+104
| +5% | +$18.9K | 0.26% | 75 |
|
|
2014
Q2 | $369K | Sell |
2,131
-381
| -15% | -$68.6K | 0.23% | 77 |
|
|
2014
Q1 | $462K | Buy |
2,512
+97
| +4% | +$17.1K | 0.32% | 67 |
|
|
2013
Q4 | $433K | Buy |
+2,415
| New | +$416K | 0.31% | 67 |
|
Other funds holding IBM
Ascent Wealth Partners's IBM Position: Q3 2026 in Review
Ascent Wealth Partners reduced its IBM (IBM) stake by 0.39% in Q3 2026, selling an estimated $8.55K and leaving 9,275 shares worth $2.04M. The position accounts for 0.2% of the portfolio, ranked #98.
Ascent Wealth Partners first reported a position in IBM in Q4 2013 and has held it in 36 quarters since. The position peaked at $2.62M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.
- Ascent Wealth Partners held 9,275 shares of IBM worth $2.04M as of Q3 2026.
- Ascent Wealth Partners sold 36 IBM shares in Q3 2026, an estimated $8.55K.
- IBM made up 0.2% of Ascent Wealth Partners's portfolio in Q3 2026, its #98 holding.
- Ascent Wealth Partners first reported a position in IBM in Q4 2013 and has held it in 36 quarters since.
- Ascent Wealth Partners's IBM position peaked at $2.62M in Q2 2026.
- 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.
Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.