DCF Advisers’s IBM IBM Stock Holding History

DCF Advisers’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	$550K	Buy	+2,500	New	+$594K	0.12%	81
2021 Q3	–	Sell	-5,230	Closed	-$733K	–	88
2021 Q2	$733K	Sell	5,230 -1,569	-23%	-$215K	0.26%	58
2021 Q1	$866K	Buy	+6,799	New	+$814K	0.38%	54
2020 Q4	–	Sell	-7,845	Closed	-$913K	–	96
2020 Q3	$913K	Hold	7,845	–	–	0.47%	46
2020 Q2	$906K	Hold	7,845	–	–	0.51%	42
2020 Q1	$832K	Buy	+7,845	New	+$992K	0.54%	33

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DCF Advisers's IBM Position: Q3 2026 in Review

DCF Advisers opened a new position in IBM (IBM) in Q3 2026: 2,500 shares worth $550K. The stake represents 0.12% of the portfolio and ranks #81 among its holdings. This is a return to the name: DCF Advisers previously reported a position in IBM as recently as Q2 2021.

DCF Advisers first reported a position in IBM in Q1 2020 and has held it in 6 quarters since. The position peaked at $913K in Q3 2020. 2,395 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

DCF Advisers held 2,500 shares of IBM worth $550K as of Q3 2026.
IBM was a new DCF Advisers position in Q3 2026.
IBM made up 0.12% of DCF Advisers's portfolio in Q3 2026, its #81 holding.
DCF Advisers first reported a position in IBM in Q1 2020 and has held it in 6 quarters since.
DCF Advisers's IBM position peaked at $913K in Q3 2020.
2,395 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on DCF Advisers's 13F filing for Q3 2026, filed 4 Nov 2026.