Centennial Wealth Advisory
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Centennial Wealth Advisory’s IBM IBM Stock Holding History

Centennial Wealth Advisory’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 		$1.86M Buy
8,457
+106
+1% +$25.2K 0.38% 39
2026
Q2 		$2.35M Sell
8,351
-2,111
-20% -$532K 0.51% 35
2026
Q1 		$2.54M Buy
10,462
+919
+10% +$249K 0.61% 33
2025
Q4 		$2.83M Buy
9,543
+45
+0.5% +$13.5K 0.75% 29
2025
Q3 		$2.68M Buy
9,498
+92
+1% +$24.1K 0.75% 28
2025
Q2 		$2.77M Sell
9,406
-495
-5% -$128K 0.88% 21
2025
Q1 		$2.46M Sell
9,901
-86
-0.9% -$21K 0.89% 19
2024
Q4 		$2.2M Buy
9,987
+55
+0.6% +$12.2K 0.86% 18
2024
Q3 		$2.2M Buy
9,932
+120
+1% +$23.5K 0.86% 19
2024
Q2 		$1.7M Sell
9,812
-577
-6% -$100K 0.74% 25
2024
Q1 		$1.98M Sell
10,389
-13
-0.1% -$2.37K 0.92% 19
2023
Q4 		$1.7M Sell
10,402
-375
-3% -$56.7K 0.87% 21
2023
Q3 		$1.51M Sell
10,777
-20
-0.2% -$2.85K 0.81% 30
2023
Q2 		$1.44M Sell
10,797
-82
-0.8% -$10.6K 0.75% 32
2023
Q1 		$1.43M Buy
10,879
+263
+2% +$35.2K 0.76% 32
2022
Q4 		$1.5M Buy
10,616
+266
+3% +$36.7K 0.84% 31
2022
Q3 		$1.23M Buy
10,350
+535
+5% +$70.2K 0.72% 34
2022
Q2 		$1.39M Buy
9,815
+8,163
+494% +$1.1M 0.78% 34
2022
Q1 		$215K Buy
+1,652
New +$215K 0.12% 95

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

Centennial Wealth Advisory's IBM Position: Q3 2026 in Review

Centennial Wealth Advisory increased its IBM (IBM) stake by 1.3% in Q3 2026, buying an estimated $25.2K and bringing the position to 8,457 shares worth $1.86M. The position accounts for 0.38% of the portfolio, ranked #39.

Centennial Wealth Advisory first reported a position in IBM in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.83M in Q4 2025. 837 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Centennial Wealth Advisory held 8,457 shares of IBM worth $1.86M as of Q3 2026.
  • Centennial Wealth Advisory bought 106 IBM shares in Q3 2026, an estimated $25.2K.
  • IBM made up 0.38% of Centennial Wealth Advisory's portfolio in Q3 2026, its #39 holding.
  • Centennial Wealth Advisory first reported a position in IBM in Q1 2022 and has held it in 19 quarters since.
  • Centennial Wealth Advisory's IBM position peaked at $2.83M in Q4 2025.
  • 837 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.