Fiduciary Alliance’s IBM IBM Stock Holding History

Fiduciary Alliance’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	$1.67M	Sell	7,590 -17,826	-70%	-$4.23M	0.13%	170
2026 Q2	$7.15M	Buy	25,416 +1,094	+4%	+$276K	0.48%	55
2026 Q1	$5.95M	Sell	24,322 -5,556	-19%	-$1.5M	0.36%	71
2025 Q4	$8.85M	Buy	29,878 +3,898	+15%	+$1.17M	0.58%	43
2025 Q3	$7.33M	Buy	25,980 +7,553	+41%	+$1.98M	0.49%	49
2025 Q2	$5.43M	Buy	18,427 +12,842	+230%	+$3.31M	0.41%	65
2025 Q1	$1.39M	Buy	5,585 +185	+3%	+$45.3K	0.14%	139
2024 Q4	$1.19M	Buy	5,400 +2,757	+104%	+$614K	0.12%	151
2024 Q3	$584K	Buy	2,643 +983	+59%	+$193K	0.08%	142
2024 Q2	$294K	Buy	+1,660	New	+$288K	0.05%	170
2023 Q3	–	Sell	-183	Closed	-$24.5K	–	509
2023 Q2	$24.5K	Buy	+183	New	+$23.6K	0.01%	414
2023 Q1	–	Sell	-181	Closed	-$25.4K	–	454
2022 Q4	$25.4K	Buy	+181	New	+$25K	0.01%	291

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

Fiduciary Alliance's IBM Position: Q3 2026 in Review

Fiduciary Alliance reduced its IBM (IBM) stake by 70% in Q3 2026, selling an estimated $4.23M and leaving 7,590 shares worth $1.67M. The position accounts for 0.13% of the portfolio, ranked #170.

Fiduciary Alliance first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.85M in Q4 2025. 968 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Fiduciary Alliance held 7,590 shares of IBM worth $1.67M as of Q3 2026.
Fiduciary Alliance sold 17,826 IBM shares in Q3 2026, an estimated $4.23M.
IBM made up 0.13% of Fiduciary Alliance's portfolio in Q3 2026, its #170 holding.
Fiduciary Alliance first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
Fiduciary Alliance's IBM position peaked at $8.85M in Q4 2025.
968 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.