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City Center Advisors LLC’s IBM IBM Stock Holding History

City Center Advisors LLC’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 		– Sell
-821
Closed -$231K – 195
2026
Q2 		$231K Buy
+821
New +$207K 0.19% 154
2026
Q1 		– Sell
-775
Closed -$230K – 168
2025
Q4 		$230K Sell
775
-79
-9% -$23.7K 0.21% 145
2025
Q3 		$241K Sell
854
-157
-16% -$41.1K 0.23% 136
2025
Q2 		$298K Sell
1,011
-141
-12% -$36.3K 0.32% 106
2025
Q1 		$286K Buy
+1,152
New +$282K 0.33% 99

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

City Center Advisors LLC's IBM Position: Q3 2026 in Review

City Center Advisors LLC sold out of IBM (IBM) in Q3 2026, closing a stake of 821 shares — an estimated $231K sold.

City Center Advisors LLC first reported a position in IBM in Q1 2025 and held it in 5 quarters. The position peaked at $298K in Q2 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • City Center Advisors LLC reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • City Center Advisors LLC sold 821 IBM shares in Q3 2026, an estimated $231K.
  • City Center Advisors LLC first reported a position in IBM in Q1 2025 and held it in 5 quarters.
  • City Center Advisors LLC's IBM position peaked at $298K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on City Center Advisors LLC's 13F filing for Q3 2026, filed 8 Oct 2026.