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Clune & Associates’s IBM IBM Stock Holding History

Clune & Associates’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 		$263K Sell
1,198
-101
-8% -$24K 0.04% 141
2026
Q2 		$365K Sell
1,299
-14
-1% -$3.53K 0.06% 133
2026
Q1 		$318K Buy
1,313
+1
+0.1% +$271 0.06% 135
2025
Q4 		$389K Buy
1,312
+286
+28% +$85.7K 0.08% 124
2025
Q3 		$290K Sell
1,026
-289
-22% -$75.6K 0.07% 125
2025
Q2 		$388K Buy
1,315
+267
+25% +$68.8K 0.11% 113
2025
Q1 		$261K Hold
1,048
– – 0.08% 120
2024
Q4 		$230K Buy
+1,048
New +$233K 0.08% 127

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

Clune & Associates's IBM Position: Q3 2026 in Review

Clune & Associates reduced its IBM (IBM) stake by 7.8% in Q3 2026, selling an estimated $24K and leaving 1,198 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #141.

Clune & Associates first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $389K in Q4 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Clune & Associates held 1,198 shares of IBM worth $263K as of Q3 2026.
  • Clune & Associates sold 101 IBM shares in Q3 2026, an estimated $24K.
  • IBM made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #141 holding.
  • Clune & Associates first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Clune & Associates's IBM position peaked at $389K in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.