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FAI Advisors’s IBM IBM Stock Holding History

FAI 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 		$360K Sell
1,638
-169
-9% -$40.1K 0.14% 105
2026
Q2 		$508K Sell
1,807
-52
-3% -$13.1K 0.2% 91
2026
Q1 		$451K Sell
1,859
-193
-9% -$52.2K 0.2% 96
2025
Q4 		$608K Buy
2,052
+219
+12% +$65.6K 0.27% 69
2025
Q3 		$517K Buy
1,833
+405
+28% +$106K 0.23% 78
2025
Q2 		$421K Sell
1,428
-126
-8% -$32.5K 0.21% 85
2025
Q1 		$386K Buy
1,554
+35
+2% +$8.56K 0.21% 86
2024
Q4 		$334K Buy
+1,519
New +$338K 0.15% 106

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

FAI Advisors's IBM Position: Q3 2026 in Review

FAI Advisors reduced its IBM (IBM) stake by 9.4% in Q3 2026, selling an estimated $40.1K and leaving 1,638 shares worth $360K. The position accounts for 0.14% of the portfolio, ranked #105.

FAI Advisors first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $608K in Q4 2025. 2,261 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • FAI Advisors held 1,638 shares of IBM worth $360K as of Q3 2026.
  • FAI Advisors sold 169 IBM shares in Q3 2026, an estimated $40.1K.
  • IBM made up 0.14% of FAI Advisors's portfolio in Q3 2026, its #105 holding.
  • FAI Advisors first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • FAI Advisors's IBM position peaked at $608K in Q4 2025.
  • 2,261 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.