Counterpoint Mutual Funds
IBM icon

Counterpoint Mutual Funds’s IBM IBM Stock Holding History

Counterpoint Mutual Funds’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
-1,450
Closed -$408K – 408
2026
Q2 		$408K Sell
1,450
-15,965
-92% -$4.02M 0.04% 189
2026
Q1 		$4.22M Buy
+17,415
New +$4.71M 0.63% 42

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

Counterpoint Mutual Funds's IBM Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of IBM (IBM) in Q3 2026, closing a stake of 1,450 shares — an estimated $408K sold.

Counterpoint Mutual Funds first reported a position in IBM in Q1 2026 and held it in 2 quarters. The position peaked at $4.22M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 1,450 IBM shares in Q3 2026, an estimated $408K.
  • Counterpoint Mutual Funds first reported a position in IBM in Q1 2026 and held it in 2 quarters.
  • Counterpoint Mutual Funds's IBM position peaked at $4.22M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.