Atwater Malick’s IBM IBM Stock Holding History

Atwater Malick’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	Buy	1,589 +24	+2%	+$5.7K	0.08%	93
2026 Q2	$440K	Buy	1,565 +206	+15%	+$51.9K	0.1%	82
2026 Q1	$329K	Hold	1,359	–	–	0.09%	72
2025 Q4	$403K	Buy	1,359 +355	+35%	+$106K	0.11%	61
2025 Q3	$283K	Hold	1,004	–	–	0.08%	73
2025 Q2	$296K	Hold	1,004	–	–	0.09%	66
2025 Q1	$250K	Hold	1,004	–	–	0.08%	70
2024 Q4	$221K	Sell	1,004 -7	-0.7%	-$1.56K	0.07%	70
2024 Q3	$224K	Buy	+1,011	New	+$198K	0.07%	72
2019 Q4	–	Sell	-84	Closed	-$12K	–	114
2019 Q3	$12K	Buy	+84	New	+$11.3K	0.01%	130

Other funds holding IBM

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

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Atwater Malick's IBM Position: Q3 2026 in Review

Atwater Malick increased its IBM (IBM) stake by 1.5% in Q3 2026, buying an estimated $5.7K and bringing the position to 1,589 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #93.

Atwater Malick first reported a position in IBM in Q3 2019 and has held it in 10 quarters since. The position peaked at $440K in Q2 2026. 987 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Atwater Malick held 1,589 shares of IBM worth $349K as of Q3 2026.
Atwater Malick bought 24 IBM shares in Q3 2026, an estimated $5.7K.
IBM made up 0.08% of Atwater Malick's portfolio in Q3 2026, its #93 holding.
Atwater Malick first reported a position in IBM in Q3 2019 and has held it in 10 quarters since.
Atwater Malick's IBM position peaked at $440K in Q2 2026.
987 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.