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Cadent Capital Advisors’s IBM IBM Stock Holding History

Cadent Capital 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 		$233K Sell
1,061
-112
-10% -$26.6K 0.05% 173
2026
Q2 		$330K Buy
1,173
+85
+8% +$21.4K 0.07% 153
2026
Q1 		$264K Buy
1,088
+3
+0.3% +$812 0.07% 162
2025
Q4 		$322K Sell
1,085
-8
-0.7% -$2.4K 0.08% 138
2025
Q3 		$308K Buy
+1,093
New +$286K 0.08% 150

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cadent Capital Advisors's IBM Position: Q3 2026 in Review

Cadent Capital Advisors reduced its IBM (IBM) stake by 9.5% in Q3 2026, selling an estimated $26.6K and leaving 1,061 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #173.

Cadent Capital Advisors first reported a position in IBM in Q3 2025 and has held it in 5 quarters since. The position peaked at $330K in Q2 2026. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Cadent Capital Advisors held 1,061 shares of IBM worth $233K as of Q3 2026.
  • Cadent Capital Advisors sold 112 IBM shares in Q3 2026, an estimated $26.6K.
  • IBM made up 0.05% of Cadent Capital Advisors's portfolio in Q3 2026, its #173 holding.
  • Cadent Capital Advisors first reported a position in IBM in Q3 2025 and has held it in 5 quarters since.
  • Cadent Capital Advisors's IBM position peaked at $330K in Q2 2026.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.