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Castleview Partners’s IBM IBM Stock Holding History

Castleview 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 		$671K Buy
3,053
+540
+21% +$128K 0.29% 81
2026
Q2 		$707K Buy
2,513
+592
+31% +$149K 0.31% 76
2026
Q1 		$466K Buy
1,921
+230
+14% +$62.2K 0.24% 100
2025
Q4 		$501K Buy
1,691
+246
+17% +$73.7K 0.25% 91
2025
Q3 		$408K Buy
1,445
+108
+8% +$28.3K 0.22% 96
2025
Q2 		$394K Buy
1,337
+65
+5% +$16.7K 0.25% 97
2025
Q1 		$316K Sell
1,272
-336
-21% -$82.2K 0.21% 123
2024
Q4 		$354K Buy
1,608
+86
+6% +$19.2K 0.19% 129
2024
Q3 		$336K Buy
1,522
+55
+4% +$10.8K 0.19% 125
2024
Q2 		$254K Sell
1,467
-74
-5% -$12.9K 0.14% 143
2024
Q1 		$294K Buy
1,541
+239
+18% +$43.6K 0.16% 140
2023
Q4 		$213K Buy
1,302
+401
+45% +$60.6K 0.15% 133
2023
Q3 		$126K Sell
901
-4
-0.4% -$569 0.12% 149
2023
Q2 		$121K Sell
905
-858
-49% -$111K 0.11% 165
2023
Q1 		$231K Buy
1,763
+62
+4% +$8.29K 0.2% 114
2022
Q4 		$240K Buy
1,701
+7
+0.4% +$966 0.23% 102
2022
Q3 		$201K Buy
1,694
+1,593
+1,577% +$209K 0.19% 114
2022
Q2 		$4.86K Sell
101
-3,866
-97% -$522K ﹤0.01% 542
2022
Q1 		$515K Buy
+3,967
New +$517K 0.32% 59
2021
Q2 		$272K Buy
+1,941
New +$265K 0.12% 180
2018
Q1 		$873K Buy
+5,949
New +$900K 0.72% 34

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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Castleview Partners's IBM Position: Q3 2026 in Review

Castleview Partners increased its IBM (IBM) stake by 21% in Q3 2026, buying an estimated $128K and bringing the position to 3,053 shares worth $671K. The position accounts for 0.29% of the portfolio, ranked #81.

Castleview Partners first reported a position in IBM in Q1 2018 and has held it in 21 quarters since. The position peaked at $873K in Q1 2018. 837 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Castleview Partners held 3,053 shares of IBM worth $671K as of Q3 2026.
  • Castleview Partners bought 540 IBM shares in Q3 2026, an estimated $128K.
  • IBM made up 0.29% of Castleview Partners's portfolio in Q3 2026, its #81 holding.
  • Castleview Partners first reported a position in IBM in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's IBM position peaked at $873K in Q1 2018.
  • 837 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.