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Colton Groome Financial Advisors’s IBM IBM Stock Holding History

Colton Groome Financial 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 		$226K Buy
1,026
+3
+0.3% +$712 0.05% 141
2026
Q2 		$288K Buy
1,023
+23
+2% +$5.79K 0.07% 137
2026
Q1 		$242K Sell
1,000
-21
-2% -$5.68K 0.07% 125
2025
Q4 		$302K Sell
1,021
-84
-8% -$25.2K 0.09% 110
2025
Q3 		$312K Hold
1,105
– – 0.1% 107
2025
Q2 		$326K Hold
1,105
– – 0.11% 99
2025
Q1 		$267K Sell
1,105
-55
-5% -$13.5K 0.1% 104
2024
Q4 		$255K Hold
1,160
– – 0.1% 107
2024
Q3 		$256K Sell
1,160
-109
-9% -$21.4K 0.1% 113
2024
Q2 		$219K Hold
1,269
– – 0.09% 113
2024
Q1 		$242K Sell
1,269
-131
-9% -$23.9K 0.1% 104
2023
Q4 		$229K Buy
+1,400
New +$212K 0.1% 111
2023
Q3 		– Sell
-1,519
Closed -$203K – 115
2023
Q2 		$203K Sell
1,519
-281
-16% -$36.3K 0.1% 116
2023
Q1 		$236K Buy
1,800
+18
+1% +$2.41K 0.11% 110
2022
Q4 		$251K Sell
1,782
-5
-0.3% -$690 0.12% 108
2022
Q3 		$212K Buy
1,787
+62
+4% +$8.14K 0.11% 110
2022
Q2 		$244K Buy
+1,725
New +$233K 0.12% 94

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

Colton Groome Financial Advisors's IBM Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its IBM (IBM) stake by 0.29% in Q3 2026, buying an estimated $712 and bringing the position to 1,026 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #141.

Colton Groome Financial Advisors first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. The position peaked at $326K in Q2 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Colton Groome Financial Advisors held 1,026 shares of IBM worth $226K as of Q3 2026.
  • Colton Groome Financial Advisors bought 3 IBM shares in Q3 2026, an estimated $712.
  • IBM made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #141 holding.
  • Colton Groome Financial Advisors first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • Colton Groome Financial Advisors's IBM position peaked at $326K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.