Blodgett Wealth Advisors’s IBM IBM Stock Holding History

Blodgett 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	–	Sell	-1,595	Closed	-$449K	–	71
2026 Q2	$449K	Buy	1,595 +2	+0.1%	+$504	0.3%	47
2026 Q1	$386K	Hold	1,593	–	–	0.31%	40
2025 Q4	$472K	Hold	1,593	–	–	0.33%	36
2025 Q3	$449K	Hold	1,593	–	–	0.31%	38
2025 Q2	$470K	Hold	1,593	–	–	0.37%	38
2025 Q1	$396K	Hold	1,593	–	–	0.34%	38
2024 Q4	$350K	Sell	1,593 -25	-2%	-$5.57K	0.27%	41
2024 Q3	$358K	Hold	1,618	–	–	0.3%	43
2024 Q2	$280K	Hold	1,618	–	–	0.24%	48
2024 Q1	$309K	Hold	1,618	–	–	0.28%	46
2023 Q4	$265K	Sell	1,618 -150	-8%	-$22.7K	0.27%	49
2023 Q3	$248K	Sell	1,768 -50	-3%	-$7.11K	0.27%	50
2023 Q2	$243K	Sell	1,818 -100	-5%	-$12.9K	0.25%	52
2023 Q1	$251K	Hold	1,918	–	–	0.29%	50
2022 Q4	$270K	Hold	1,918	–	–	0.33%	49
2022 Q3	$228K	Hold	1,918	–	–	0.27%	56
2022 Q2	$271K	Hold	1,918	–	–	0.3%	54
2022 Q1	$249K	Hold	1,918	–	–	0.21%	68
2021 Q4	$256K	Buy	+1,918	New	+$241K	0.2%	77

Other funds holding IBM

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 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

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

Blodgett Wealth Advisors sold out of IBM (IBM) in Q3 2026, closing a stake of 1,595 shares — an estimated $449K sold.

Blodgett Wealth Advisors first reported a position in IBM in Q4 2021 and held it in 19 quarters. The position peaked at $472K in Q4 2025. 1,228 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Blodgett Wealth Advisors reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
Blodgett Wealth Advisors sold 1,595 IBM shares in Q3 2026, an estimated $449K.
Blodgett Wealth Advisors first reported a position in IBM in Q4 2021 and held it in 19 quarters.
Blodgett Wealth Advisors's IBM position peaked at $472K in Q4 2025.
1,228 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.