Encompass Wealth Advisors
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Encompass Wealth Advisors’s IBM IBM Stock Holding History

Encompass Wealth 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 		$553K Buy
2,516
+1,211
+93% +$288K 0.08% 98
2026
Q2 		$367K Buy
1,305
+66
+5% +$16.6K 0.11% 78
2026
Q1 		$300K Buy
1,239
+40
+3% +$10.8K 0.1% 84
2025
Q4 		$355K Buy
1,199
+2
+0.2% +$599 0.12% 77
2025
Q3 		$338K Hold
1,197
– – 0.12% 85
2025
Q2 		$353K Buy
1,197
+7
+0.6% +$1.8K 0.13% 81
2025
Q1 		$296K Sell
1,190
-220
-16% -$53.8K 0.12% 83
2024
Q4 		$310K Sell
1,410
-1,898
-57% -$423K 0.13% 82
2024
Q3 		$731K Buy
3,308
+162
+5% +$31.8K 0.18% 110
2024
Q2 		$544K Sell
3,146
-175
-5% -$30.4K 0.14% 127
2024
Q1 		$634K Buy
3,321
+2
+0.1% +$365 0.17% 124
2023
Q4 		$543K Buy
3,319
+4
+0.1% +$604 0.16% 116
2023
Q3 		$465K Buy
3,315
+186
+6% +$26.5K 0.15% 121
2023
Q2 		$419K Sell
3,129
-28
-0.9% -$3.61K 0.14% 134
2023
Q1 		$414K Buy
3,157
+6
+0.2% +$803 0.14% 129
2022
Q4 		$444K Buy
3,151
+6
+0.2% +$828 0.16% 115
2022
Q3 		$374K Buy
3,145
+1,043
+50% +$137K 0.14% 129
2022
Q2 		$297K Buy
2,102
+6
+0.3% +$810 0.11% 155
2022
Q1 		$273K Sell
2,096
-995
-32% -$130K 0.07% 184
2021
Q4 		$413K Buy
3,091
+894
+41% +$112K 0.1% 151
2021
Q3 		$291K Buy
2,197
+223
+11% +$29.8K 0.08% 178
2021
Q2 		$276K Buy
1,974
+3
+0.2% +$410 0.07% 193
2021
Q1 		$274K Buy
1,971
+54
+3% +$6.46K 0.07% 191
2020
Q4 		$231K Buy
+1,917
New +$222K 0.13% 98

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

Encompass Wealth Advisors's IBM Position: Q3 2026 in Review

Encompass Wealth Advisors increased its IBM (IBM) stake by 93% in Q3 2026, buying an estimated $288K and bringing the position to 2,516 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #98.

Encompass Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 24 quarters since. The position peaked at $731K in Q3 2024. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Encompass Wealth Advisors held 2,516 shares of IBM worth $553K as of Q3 2026.
  • Encompass Wealth Advisors bought 1,211 IBM shares in Q3 2026, an estimated $288K.
  • IBM made up 0.08% of Encompass Wealth Advisors's portfolio in Q3 2026, its #98 holding.
  • Encompass Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 24 quarters since.
  • Encompass Wealth Advisors's IBM position peaked at $731K in Q3 2024.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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