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Detalus Advisors’s IBM IBM Stock Holding History

Detalus 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 		– Sell
-1,463
Closed -$411K – 193
2026
Q2 		$411K Hold
1,463
– – 0.08% 119
2026
Q1 		$355K Sell
1,463
-6
-0.4% -$1.62K 0.08% 127
2025
Q4 		$435K Sell
1,469
-14
-0.9% -$4.19K 0.11% 106
2025
Q3 		$418K Hold
1,483
– – 0.11% 115
2025
Q2 		$437K Hold
1,483
– – 0.13% 101
2025
Q1 		$369K Buy
1,483
+9
+0.6% +$2.2K 0.12% 105
2024
Q4 		$324K Sell
1,474
-3,338
-69% -$743K 0.11% 107
2024
Q3 		$1.06M Sell
4,812
-4,792
-50% -$940K 0.35% 41
2024
Q2 		$1.66M Sell
9,604
-159
-2% -$27.6K 0.57% 32
2024
Q1 		$1.86M Sell
9,763
-60
-0.6% -$10.9K 0.66% 28
2023
Q4 		$1.61M Sell
9,823
-200
-2% -$30.2K 0.64% 30
2023
Q3 		$1.41M Sell
10,023
-100
-1% -$14.2K 0.66% 30
2023
Q2 		$1.35M Sell
10,123
-399
-4% -$51.5K 0.61% 33
2023
Q1 		$1.38M Sell
10,522
-179
-2% -$23.9K 0.66% 30
2022
Q4 		$1.51M Sell
10,701
-399
-4% -$55K 0.74% 29
2022
Q3 		$1.32M Buy
11,100
+1
+0% +$131 0.79% 24
2022
Q2 		$1.57M Buy
11,099
+251
+2% +$33.9K 0.92% 19
2022
Q1 		$1.41M Buy
10,848
+2,984
+38% +$389K 0.74% 21
2021
Q4 		$1.05M Sell
7,864
-506
-6% -$63.5K 0.5% 32
2021
Q3 		$1.11M Buy
8,370
+2,019
+32% +$270K 0.56% 29
2021
Q2 		$890K Buy
6,351
+1,590
+33% +$217K 0.47% 37
2021
Q1 		$607K Buy
+4,761
New +$570K 0.36% 56

Other funds holding IBM

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Detalus Advisors's IBM Position: Q3 2026 in Review

Detalus Advisors sold out of IBM (IBM) in Q3 2026, closing a stake of 1,463 shares — an estimated $411K sold.

Detalus Advisors first reported a position in IBM in Q1 2021 and held it in 22 quarters. The position peaked at $1.86M in Q1 2024. 837 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Detalus Advisors reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Detalus Advisors sold 1,463 IBM shares in Q3 2026, an estimated $411K.
  • Detalus Advisors first reported a position in IBM in Q1 2021 and held it in 22 quarters.
  • Detalus Advisors's IBM position peaked at $1.86M in Q1 2024.
  • 837 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.