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Dupree Financial Group’s IBM IBM Stock Holding History

Dupree Financial Group’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
-795
Closed -$224K – 86
2026
Q2 		$224K Buy
+795
New +$200K 0.08% 77
2026
Q1 		– Sell
-981
Closed -$291K – 76
2025
Q4 		$291K Hold
981
– – 0.11% 67
2025
Q3 		$277K Buy
981
+217
+28% +$56.8K 0.11% 60
2025
Q2 		$225K Sell
764
-412
-35% -$106K 0.09% 65
2025
Q1 		$292K Sell
1,176
-13
-1% -$3.18K 0.12% 62
2024
Q4 		$261K Buy
1,189
+22
+2% +$4.9K 0.12% 57
2024
Q3 		$258K Sell
1,167
-53
-4% -$10.4K 0.1% 64
2024
Q2 		$211K Buy
1,220
+27
+2% +$4.69K 0.1% 61
2024
Q1 		$228K Buy
+1,193
New +$218K 0.1% 55

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dupree Financial Group's IBM Position: Q3 2026 in Review

Dupree Financial Group sold out of IBM (IBM) in Q3 2026, closing a stake of 795 shares — an estimated $224K sold.

Dupree Financial Group first reported a position in IBM in Q1 2024 and held it in 9 quarters. The position peaked at $292K in Q1 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Dupree Financial Group reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Dupree Financial Group sold 795 IBM shares in Q3 2026, an estimated $224K.
  • Dupree Financial Group first reported a position in IBM in Q1 2024 and held it in 9 quarters.
  • Dupree Financial Group's IBM position peaked at $292K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.