Client 1st Advisory Group
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Client 1st Advisory Group’s IBM IBM Stock Holding History

Client 1st Advisory Group’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
-834
Closed -$235K – 147
2026
Q2 		$235K Buy
+834
New +$210K 0.06% 130
2026
Q1 		– Sell
-733
Closed -$217K – 147
2025
Q4 		$217K Buy
+733
New +$220K 0.07% 133

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

Client 1st Advisory Group's IBM Position: Q3 2026 in Review

Client 1st Advisory Group sold out of IBM (IBM) in Q3 2026, closing a stake of 834 shares — an estimated $235K sold.

Client 1st Advisory Group first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $235K in Q2 2026. 1,016 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Client 1st Advisory Group reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Client 1st Advisory Group sold 834 IBM shares in Q3 2026, an estimated $235K.
  • Client 1st Advisory Group first reported a position in IBM in Q4 2025 and held it in 2 quarters.
  • Client 1st Advisory Group's IBM position peaked at $235K in Q2 2026.
  • 1,016 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.