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Elevation Wealth Partners’s IBM IBM Stock Holding History

Elevation Wealth Partners’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 		$134K Sell
608
-686
-53% -$163K 0.04% 176
2026
Q2 		$364K Buy
1,294
+764
+144% +$192K 0.11% 97
2026
Q1 		$129K Sell
530
-25
-5% -$6.76K 0.05% 153
2025
Q4 		$164K Buy
555
+61
+12% +$18.3K 0.06% 129
2025
Q3 		$139K Buy
494
+1
+0.2% +$262 0.05% 143
2025
Q2 		$145K Buy
493
+1
+0.2% +$258 0.06% 138
2025
Q1 		$117K Buy
492
+1
+0.2% +$245 0.05% 151
2024
Q4 		$108K Buy
491
+116
+31% +$25.8K 0.05% 161
2024
Q3 		$82.9K Buy
375
+1
+0.3% +$196 0.04% 182
2024
Q2 		$64.6K Buy
374
+39
+12% +$6.78K 0.03% 193
2024
Q1 		$58.9K Buy
335
+1
+0.3% +$182 0.03% 202
2023
Q4 		$51.2K Hold
334
– – 0.03% 206
2023
Q3 		$46.8K Buy
334
+2
+0.6% +$285 0.04% 155
2023
Q2 		$44.5K Buy
332
+1
+0.3% +$129 0.04% 165
2023
Q1 		$43.4K Buy
+331
New +$44.3K 0.04% 174

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

Elevation Wealth Partners's IBM Position: Q3 2026 in Review

Elevation Wealth Partners reduced its IBM (IBM) stake by 53% in Q3 2026, selling an estimated $163K and leaving 608 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #176.

Elevation Wealth Partners first reported a position in IBM in Q1 2023 and has held it in 15 quarters since. The position peaked at $364K in Q2 2026. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Elevation Wealth Partners held 608 shares of IBM worth $134K as of Q3 2026.
  • Elevation Wealth Partners sold 686 IBM shares in Q3 2026, an estimated $163K.
  • IBM made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #176 holding.
  • Elevation Wealth Partners first reported a position in IBM in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's IBM position peaked at $364K in Q2 2026.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.