Ergawealth Advisors’s IBM IBM Stock Holding History

Ergawealth 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	$479K	Buy	2,179 +24	+1%	+$5.7K	0.19%	31
2026 Q2	$606K	Hold	2,155	–	–	0.24%	28
2026 Q1	$522K	Buy	2,155 +155	+8%	+$41.9K	0.23%	29
2025 Q4	$592K	Hold	2,000	–	–	0.27%	28
2025 Q3	$564K	Hold	2,000	–	–	0.26%	32
2025 Q2	$590K	Hold	2,000	–	–	0.27%	39
2025 Q1	$497K	Hold	2,000	–	–	0.25%	38
2024 Q4	$440K	Hold	2,000	–	–	0.22%	43
2024 Q3	$442K	Sell	2,000 -4	-0.2%	-$784	0.22%	43
2024 Q2	$347K	Sell	2,004 -46	-2%	-$7.99K	0.19%	46
2024 Q1	$391K	Buy	2,050 +50	+3%	+$9.12K	0.21%	42
2023 Q4	$327K	Hold	2,000	–	–	0.2%	39
2023 Q3	$281K	Hold	2,000	–	–	0.19%	39
2023 Q2	$268K	Hold	2,000	–	–	0.18%	38
2023 Q1	$262K	Hold	2,000	–	–	0.21%	33
2022 Q4	$282K	Buy	+2,000	New	+$276K	0.26%	35

Other funds holding IBM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Ergawealth Advisors's IBM Position: Q3 2026 in Review

Ergawealth Advisors increased its IBM (IBM) stake by 1.1% in Q3 2026, buying an estimated $5.7K and bringing the position to 2,179 shares worth $479K. The position accounts for 0.19% of the portfolio, ranked #31.

Ergawealth Advisors first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $606K in Q2 2026. 870 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Ergawealth Advisors held 2,179 shares of IBM worth $479K as of Q3 2026.
Ergawealth Advisors bought 24 IBM shares in Q3 2026, an estimated $5.7K.
IBM made up 0.19% of Ergawealth Advisors's portfolio in Q3 2026, its #31 holding.
Ergawealth Advisors first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
Ergawealth Advisors's IBM position peaked at $606K in Q2 2026.
870 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.