Doliver Advisors
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Doliver Advisors’s IBM IBM Stock Holding History

Doliver 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 		$222K Sell
1,010
-25
-2% -$5.94K 0.05% 169
2026
Q2 		$291K Sell
1,035
-110
-10% -$27.7K 0.07% 165
2026
Q1 		$278K Sell
1,145
-30
-3% -$8.12K 0.06% 157
2025
Q4 		$348K Sell
1,175
-26
-2% -$7.79K 0.09% 139
2025
Q3 		$339K Hold
1,201
– – 0.09% 143
2025
Q2 		$354K Hold
1,201
– – 0.1% 132
2025
Q1 		$299K Buy
1,201
+258
+27% +$63.1K 0.08% 137
2024
Q4 		$207K Hold
943
– – 0.06% 153
2024
Q3 		$208K Buy
+943
New +$185K 0.06% 147
2024
Q2 		– Sell
-1,084
Closed -$207K – 150
2024
Q1 		$207K Buy
+1,084
New +$198K 0.06% 139
2022
Q4 		– Sell
-3,021
Closed -$359K – 155
2022
Q3 		$359K Sell
3,021
-100
-3% -$13.1K 0.13% 96
2022
Q2 		$441K Buy
3,121
+1,375
+79% +$186K 0.16% 95
2022
Q1 		$227K Buy
1,746
+23
+1% +$3K 0.07% 153
2021
Q4 		$236K Sell
1,723
-35
-2% -$4.39K 0.07% 138
2021
Q3 		$234K Hold
1,758
– – 0.08% 147
2021
Q2 		$246K Buy
+1,758
New +$240K 0.08% 127
2019
Q4 		– Sell
-1,519
Closed -$208K – 158
2019
Q3 		$208K Sell
1,519
-4
-0.3% -$540 0.08% 104
2019
Q2 		$201K Hold
1,523
– – 0.08% 113
2019
Q1 		$205K Buy
+1,523
New +$194K 0.08% 96
2018
Q4 		– Sell
-1,773
Closed -$256K – 183
2018
Q3 		$256K Buy
+1,773
New +$248K 0.11% 122

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Doliver Advisors's IBM Position: Q3 2026 in Review

Doliver Advisors reduced its IBM (IBM) stake by 2.4% in Q3 2026, selling an estimated $5.94K and leaving 1,010 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #169.

Doliver Advisors first reported a position in IBM in Q3 2018 and has held it in 20 quarters since. The position peaked at $441K in Q2 2022. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Doliver Advisors held 1,010 shares of IBM worth $222K as of Q3 2026.
  • Doliver Advisors sold 25 IBM shares in Q3 2026, an estimated $5.94K.
  • IBM made up 0.05% of Doliver Advisors's portfolio in Q3 2026, its #169 holding.
  • Doliver Advisors first reported a position in IBM in Q3 2018 and has held it in 20 quarters since.
  • Doliver Advisors's IBM position peaked at $441K in Q2 2022.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.