Central Valley Advisors’s IBM IBM Stock Holding History

Central Valley 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	$395K	Sell	1,794 -1,258	-41%	-$299K	0.11%	117
2026 Q2	$858K	Buy	3,052 +53	+2%	+$13.4K	0.22%	79
2026 Q1	$727K	Buy	2,999 +1,302	+77%	+$352K	0.2%	78
2025 Q4	$503K	Hold	1,697	–	–	0.15%	100
2025 Q3	$479K	Sell	1,697 -12	-0.7%	-$3.14K	0.15%	100
2025 Q2	$504K	Hold	1,709	–	–	0.17%	89
2025 Q1	$425K	Sell	1,709 -52	-3%	-$12.7K	0.16%	85
2024 Q4	$387K	Sell	1,761 -19	-1%	-$4.23K	0.18%	96
2024 Q3	$394K	Buy	+1,780	New	+$349K	0.22%	83
2024 Q2	–	Sell	-3,077	Closed	-$587K	–	158
2024 Q1	$587K	Sell	3,077 -88	-3%	-$16.1K	0.3%	70
2023 Q4	$518K	Buy	+3,165	New	+$478K	0.3%	75

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Central Valley Advisors's IBM Position: Q3 2026 in Review

Central Valley Advisors reduced its IBM (IBM) stake by 41% in Q3 2026, selling an estimated $299K and leaving 1,794 shares worth $395K. The position accounts for 0.11% of the portfolio, ranked #117.

Central Valley Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $858K in Q2 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Central Valley Advisors held 1,794 shares of IBM worth $395K as of Q3 2026.
Central Valley Advisors sold 1,258 IBM shares in Q3 2026, an estimated $299K.
IBM made up 0.11% of Central Valley Advisors's portfolio in Q3 2026, its #117 holding.
Central Valley Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's IBM position peaked at $858K in Q2 2026.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.