Fairvoy Private Wealth’s IBM IBM Stock Holding History

Fairvoy Private Wealth’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	$1.41M	Sell	6,429 -11,059	-63%	-$2.63M	0.28%	80
2026 Q2	$4.92M	Sell	17,488 -555	-3%	-$140K	0.99%	31
2026 Q1	$4.37M	Sell	18,043 -1,098	-6%	-$297K	1.04%	30
2025 Q4	$5.67M	Buy	19,141 +132	+0.7%	+$39.5K	1.27%	24
2025 Q3	$5.36M	Buy	19,009 +2,409	+15%	+$631K	1.22%	25
2025 Q2	$4.89M	Buy	16,600 +231	+1%	+$59.5K	1.22%	22
2025 Q1	$4.07M	Sell	16,369 -1,191	-7%	-$291K	1.12%	23
2024 Q4	$3.86M	Buy	+17,560	New	+$3.91M	1.03%	28

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

Fairvoy Private Wealth's IBM Position: Q3 2026 in Review

Fairvoy Private Wealth reduced its IBM (IBM) stake by 63% in Q3 2026, selling an estimated $2.63M and leaving 6,429 shares worth $1.41M. The position accounts for 0.28% of the portfolio, ranked #80.

Fairvoy Private Wealth first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.67M in Q4 2025. 966 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Fairvoy Private Wealth held 6,429 shares of IBM worth $1.41M as of Q3 2026.
Fairvoy Private Wealth sold 11,059 IBM shares in Q3 2026, an estimated $2.63M.
IBM made up 0.28% of Fairvoy Private Wealth's portfolio in Q3 2026, its #80 holding.
Fairvoy Private Wealth first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Fairvoy Private Wealth's IBM position peaked at $5.67M in Q4 2025.
966 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.