Autumn Glory Partners’s IBM IBM Stock Holding History

Autumn Glory Partners’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	$851K	Sell	3,871 -3	-0.1%	-$712	0.24%	99
2026 Q2	$1.09M	Buy	3,874 +1,196	+45%	+$301K	0.31%	81
2026 Q1	$649K	Sell	2,678 -230	-8%	-$62.2K	0.24%	101
2025 Q4	$861K	Sell	2,908 -90	-3%	-$27K	0.3%	84
2025 Q3	$846K	Hold	2,998	–	–	0.35%	80
2025 Q2	$884K	Hold	2,998	–	–	0.41%	68
2025 Q1	$745K	Sell	2,998 -655	-18%	-$160K	0.37%	81
2024 Q4	$803K	Sell	3,653 -2,640	-42%	-$588K	0.39%	71
2024 Q3	$1.39M	Buy	6,293 +3,653	+138%	+$716K	0.54%	57
2024 Q2	$457K	Hold	2,640	–	–	0.23%	95
2024 Q1	$504K	Sell	2,640 -575	-18%	-$105K	0.25%	92
2023 Q4	$537K	Buy	3,215 +515	+19%	+$77.8K	0.31%	84
2023 Q3	$379K	Buy	+2,700	New	+$384K	0.23%	96
2022 Q3	–	Sell	-3,722	Closed	-$525K	–	161
2022 Q2	$525K	Hold	3,722	–	–	0.39%	71
2022 Q1	$484K	Buy	3,722 +1,000	+37%	+$130K	0.28%	100
2021 Q4	$364K	Buy	+2,722	New	+$341K	0.15%	140

Other funds holding IBM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Autumn Glory Partners's IBM Position: Q3 2026 in Review

Autumn Glory Partners reduced its IBM (IBM) stake by 0.08% in Q3 2026, selling an estimated $712 and leaving 3,871 shares worth $851K. The position accounts for 0.24% of the portfolio, ranked #99.

Autumn Glory Partners first reported a position in IBM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.39M in Q3 2024. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Autumn Glory Partners held 3,871 shares of IBM worth $851K as of Q3 2026.
Autumn Glory Partners sold 3 IBM shares in Q3 2026, an estimated $712.
IBM made up 0.24% of Autumn Glory Partners's portfolio in Q3 2026, its #99 holding.
Autumn Glory Partners first reported a position in IBM in Q4 2021 and has held it in 16 quarters since.
Autumn Glory Partners's IBM position peaked at $1.39M in Q3 2024.
3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Autumn Glory Partners's 13F filing for Q3 2026, filed 26 Oct 2026.