Emerald Advisors
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Emerald Advisors’s IBM IBM Stock Holding History

Emerald 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 		$245K Sell
1,113
-132
-11% -$31.3K 0.03% 105
2026
Q2 		$350K Buy
1,245
+88
+8% +$22.2K 0.04% 96
2026
Q1 		$281K Buy
1,157
+99
+9% +$26.8K 0.03% 99
2025
Q4 		$314K Buy
+1,058
New +$317K 0.04% 90
2025
Q3 		– Sell
-769
Closed -$227K – 104
2025
Q2 		$227K Buy
+769
New +$198K 0.03% 95
2023
Q3 		– Sell
-4,044
Closed -$541K – 82
2023
Q2 		$541K Sell
4,044
-390
-9% -$50.3K 0.13% 46
2023
Q1 		$581K Sell
4,434
-170
-4% -$22.7K 0.15% 40
2022
Q4 		$649K Sell
4,604
-363
-7% -$50.1K 0.18% 34
2022
Q3 		$590K Buy
4,967
+163
+3% +$21.4K 0.17% 38
2022
Q2 		$678K Sell
4,804
-318
-6% -$42.9K 0.19% 37
2022
Q1 		$666K Buy
5,122
+214
+4% +$27.9K 0.16% 39
2021
Q4 		$656K Buy
4,908
+384
+8% +$48.2K 0.16% 38
2021
Q3 		$601K Sell
4,524
-1,870
-29% -$250K 0.17% 45
2021
Q2 		$896K Buy
6,394
+2,296
+56% +$314K 0.28% 33
2021
Q1 		$522K Buy
4,098
+42
+1% +$5.03K 0.19% 38
2020
Q4 		$488K Buy
4,056
+1,474
+57% +$170K 0.17% 43
2020
Q3 		$300K Buy
+2,582
New +$304K 0.11% 57
2020
Q2 		– Sell
-1,818
Closed -$214K – 75
2020
Q1 		$214K Buy
+1,818
New +$230K 0.1% 67

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

Emerald Advisors's IBM Position: Q3 2026 in Review

Emerald Advisors reduced its IBM (IBM) stake by 11% in Q3 2026, selling an estimated $31.3K and leaving 1,113 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #105.

Emerald Advisors first reported a position in IBM in Q1 2020 and has held it in 18 quarters since. The position peaked at $896K in Q2 2021. 743 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Emerald Advisors held 1,113 shares of IBM worth $245K as of Q3 2026.
  • Emerald Advisors sold 132 IBM shares in Q3 2026, an estimated $31.3K.
  • IBM made up 0.03% of Emerald Advisors's portfolio in Q3 2026, its #105 holding.
  • Emerald Advisors first reported a position in IBM in Q1 2020 and has held it in 18 quarters since.
  • Emerald Advisors's IBM position peaked at $896K in Q2 2021.
  • 743 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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