FFA
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Farther Finance Advisors’s IBM IBM Stock Holding History

Farther Finance 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 		$14.9M Buy
67,827
+3,576
+6% +$849K 0.11% 165
2026
Q2 		$18.1M Buy
64,251
+10,855
+20% +$2.73M 0.14% 127
2026
Q1 		$13M Buy
53,396
+1,227
+2% +$332K 0.12% 145
2025
Q4 		$15.5M Buy
52,169
+20,318
+64% +$6.09M 0.17% 112
2025
Q3 		$8.99M Buy
31,851
+2,368
+8% +$620K 0.14% 129
2025
Q2 		$8.69M Buy
29,483
+2,591
+10% +$668K 0.17% 111
2025
Q1 		$6.73M Buy
26,892
+8,664
+48% +$2.12M 0.17% 119
2024
Q4 		$4.01M Buy
18,228
+1,668
+10% +$371K 0.14% 129
2024
Q3 		$3.66M Buy
16,560
+5,597
+51% +$1.1M 0.14% 131
2024
Q2 		$1.92M Buy
10,963
+1,668
+18% +$290K 0.09% 174
2024
Q1 		$1.76M Sell
9,295
-958
-9% -$175K 0.11% 165
2023
Q4 		$1.68M Buy
10,253
+7,082
+223% +$1.07M 0.12% 154
2023
Q3 		$445K Buy
3,171
+667
+27% +$94.9K 0.07% 218
2023
Q2 		$335K Buy
2,504
+197
+9% +$25.4K 0.07% 225
2023
Q1 		$302K Buy
2,307
+300
+15% +$40.1K 0.09% 202
2022
Q4 		$283K Buy
+2,007
New +$277K 0.11% 183

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's IBM Position: Q3 2026 in Review

Farther Finance Advisors increased its IBM (IBM) stake by 5.6% in Q3 2026, buying an estimated $849K and bringing the position to 67,827 shares worth $14.9M. The position accounts for 0.11% of the portfolio, ranked #165.

Farther Finance Advisors first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $18.1M in Q2 2026. 142 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Farther Finance Advisors held 67,827 shares of IBM worth $14.9M as of Q3 2026.
  • Farther Finance Advisors bought 3,576 IBM shares in Q3 2026, an estimated $849K.
  • IBM made up 0.11% of Farther Finance Advisors's portfolio in Q3 2026, its #165 holding.
  • Farther Finance Advisors first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's IBM position peaked at $18.1M in Q2 2026.
  • 142 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.