Congress Asset Management
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Congress Asset Management’s IBM IBM Stock Holding History

Congress Asset Management’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 		$11.1M Sell
50,676
-11,305
-18% -$2.68M 0.07% 219
2026
Q2 		$17.4M Sell
61,981
-369
-0.6% -$93K 0.11% 160
2026
Q1 		$15.1M Buy
62,350
+9,633
+18% +$2.61M 0.11% 172
2025
Q4 		$15.6M Sell
52,717
-146
-0.3% -$43.7K 0.11% 164
2025
Q3 		$14.9M Buy
52,863
+218
+0.4% +$57.1K 0.1% 167
2025
Q2 		$15.5M Sell
52,645
-671
-1% -$173K 0.11% 156
2025
Q1 		$13.3M Buy
53,316
+19
+0% +$4.65K 0.1% 167
2024
Q4 		$11.7M Sell
53,297
-117
-0.2% -$26.1K 0.08% 188
2024
Q3 		$11.8M Buy
+53,414
New +$10.5M 0.08% 179
2018
Q3 		– Sell
-1,572
Closed -$210K – 370
2018
Q2 		$210K Sell
1,572
-490
-24% -$68.3K ﹤0.01% 363
2018
Q1 		$302K Hold
2,062
– – ﹤0.01% 362
2017
Q4 		$302K Sell
2,062
-219
-10% -$31.8K ﹤0.01% 358
2017
Q3 		$316K Sell
2,281
-257
-10% -$35.8K ﹤0.01% 371
2017
Q2 		$373K Hold
2,538
– – 0.01% 236
2017
Q1 		$422K Buy
2,538
+27
+1% +$4.53K 0.01% 230
2016
Q4 		$399K Buy
2,511
+130
+5% +$19.8K 0.01% 228
2016
Q3 		$362K Sell
2,381
-261
-10% -$39.6K 0.01% 202
2016
Q2 		$383K Sell
2,642
-1,744
-40% -$250K 0.01% 206
2016
Q1 		$635K Sell
4,386
-570
-12% -$72.8K 0.02% 186
2015
Q4 		$652K Sell
4,956
-413
-8% -$55.5K 0.02% 193
2015
Q3 		$744K Sell
5,369
-575
-10% -$84.9K 0.02% 180
2015
Q2 		$924K Sell
5,944
-441
-7% -$70.9K 0.03% 186
2015
Q1 		$980K Sell
6,385
-3,578
-36% -$543K 0.02% 184
2014
Q4 		$1.53M Sell
9,963
-9,004
-47% -$1.43M 0.04% 182
2014
Q3 		$3.44M Buy
18,967
+795
+4% +$145K 0.09% 146
2014
Q2 		$3.15M Buy
18,172
+12
+0.1% +$2.16K 0.08% 149
2014
Q1 		$3.34M Buy
18,160
+431
+2% +$75.9K 0.08% 149
2013
Q4 		$3.18M Buy
17,729
+603
+4% +$104K 0.08% 146
2013
Q3 		$3.03M Sell
17,126
-326,985
-95% -$59.4M 0.09% 147
2013
Q2 		$62.9M Buy
+344,111
New +$67M 1.86% 22

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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

Congress Asset Management's IBM Position: Q3 2026 in Review

Congress Asset Management reduced its IBM (IBM) stake by 18% in Q3 2026, selling an estimated $2.68M and leaving 50,676 shares worth $11.1M. The position accounts for 0.07% of the portfolio, ranked #219.

Congress Asset Management first reported a position in IBM in Q2 2013 and has held it in 30 quarters since. The position peaked at $62.9M in Q2 2013. 1,994 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Congress Asset Management held 50,676 shares of IBM worth $11.1M as of Q3 2026.
  • Congress Asset Management sold 11,305 IBM shares in Q3 2026, an estimated $2.68M.
  • IBM made up 0.07% of Congress Asset Management's portfolio in Q3 2026, its #219 holding.
  • Congress Asset Management first reported a position in IBM in Q2 2013 and has held it in 30 quarters since.
  • Congress Asset Management's IBM position peaked at $62.9M in Q2 2013.
  • 1,994 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.