Atlanta Consulting Group Advisors’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$425K Sell
1,752
-145
-8% -$39.2K 0.09% 97
2025
Q4
$562K Buy
1,897
+261
+16% +$78.2K 0.13% 85
2025
Q3
$462K Hold
1,636
0.11% 84
2025
Q2
$482K Hold
1,636
0.13% 76
2025
Q1
$407K Hold
1,636
0.12% 79
2024
Q4
$360K Sell
1,636
-67
-4% -$14.9K 0.13% 85
2024
Q3
$376K Buy
1,703
+67
+4% +$13.1K 0.09% 156
2024
Q2
$283K Hold
1,636
0.06% 91
2024
Q1
$312K Buy
+1,636
New +$298K 0.11% 98

Other funds holding IBM

Atlanta Consulting Group Advisors's IBM Position: Q1 2026 in Review

Atlanta Consulting Group Advisors reduced its IBM (IBM) stake by 7.6% in Q1 2026, selling an estimated $39.2K and leaving 1,752 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #97.

Atlanta Consulting Group Advisors first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $562K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Atlanta Consulting Group Advisors held 1,752 shares of IBM worth $425K as of Q1 2026.
  • Atlanta Consulting Group Advisors sold 145 IBM shares in Q1 2026, an estimated $39.2K.
  • IBM made up 0.09% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #97 holding.
  • Atlanta Consulting Group Advisors first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Atlanta Consulting Group Advisors's IBM position peaked at $562K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.