Cache Advisors
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Cache Advisors’s IBM IBM Stock Holding History

Cache 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 		$463K Buy
2,107
+720
+52% +$171K 0.03% 124
2026
Q2 		$390K Hold
1,387
– – 0.03% 116
2026
Q1 		$336K Hold
1,387
– – 0.04% 95
2025
Q4 		$411K Hold
1,387
– – 0.05% 92
2025
Q3 		$391K Hold
1,387
– – 0.07% 77
2025
Q2 		$409K Hold
1,387
– – 0.11% 71
2025
Q1 		$345K Hold
1,387
– – 0.13% 65
2024
Q4 		$305K Buy
+1,387
New +$309K 0.13% 64

Other funds holding IBM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Cache Advisors's IBM Position: Q3 2026 in Review

Cache Advisors increased its IBM (IBM) stake by 52% in Q3 2026, buying an estimated $171K and bringing the position to 2,107 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #124.

Cache Advisors first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Cache Advisors held 2,107 shares of IBM worth $463K as of Q3 2026.
  • Cache Advisors bought 720 IBM shares in Q3 2026, an estimated $171K.
  • IBM made up 0.03% of Cache Advisors's portfolio in Q3 2026, its #124 holding.
  • Cache Advisors first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.