Financial Management Network
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Financial Management Network’s IBM IBM Stock Holding History

Financial Management Network’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 		$838K Sell
3,764
-358
-9% -$85K 0.12% 101
2026
Q2 		$877K Buy
4,122
+1,217
+42% +$307K 0.13% 101
2026
Q1 		$689K Buy
2,905
+376
+15% +$102K 0.11% 107
2025
Q4 		$737K Buy
2,529
+8
+0.3% +$2.4K 0.12% 102
2025
Q3 		$730K Buy
2,521
+19
+0.8% +$4.97K 0.12% 97
2025
Q2 		$730K Buy
2,502
+259
+12% +$66.7K 0.13% 93
2025
Q1 		$506K Buy
2,243
+49
+2% +$12K 0.11% 102
2024
Q4 		$488K Buy
2,194
+96
+5% +$21.4K 0.1% 108
2024
Q3 		$474K Buy
2,098
+9
+0.4% +$1.76K 0.1% 115
2024
Q2 		$368K Buy
2,089
+6
+0.3% +$1.04K 0.09% 117
2024
Q1 		$391K Buy
2,083
+6
+0.3% +$1.1K 0.1% 114
2023
Q4 		$331K Sell
2,077
-98
-5% -$14.8K 0.1% 109
2023
Q3 		$307K Buy
2,175
+8
+0.4% +$1.14K 0.1% 116
2023
Q2 		$290K Sell
2,167
-131
-6% -$16.9K 0.1% 121
2023
Q1 		$302K Buy
2,298
+41
+2% +$5.48K 0.12% 104
2022
Q4 		$322K Buy
2,257
+215
+11% +$29.7K 0.14% 109
2022
Q3 		$256K Buy
2,042
+57
+3% +$7.48K 0.13% 118
2022
Q2 		$280K Buy
1,985
+4
+0.2% +$540 0.15% 105
2022
Q1 		$258K Sell
1,981
-62
-3% -$8.09K 0.13% 97
2021
Q4 		$282K Sell
2,043
-176
-8% -$22.1K 0.13% 104
2021
Q3 		$306K Buy
2,219
+51
+2% +$6.82K 0.16% 96
2021
Q2 		$290K Buy
2,168
+4
+0.2% +$547 0.15% 101
2021
Q1 		$299K Buy
2,164
+132
+6% +$15.8K 0.15% 99
2020
Q4 		$253K Buy
+2,032
New +$235K 0.16% 95

Other funds holding IBM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Financial Management Network's IBM Position: Q3 2026 in Review

Financial Management Network reduced its IBM (IBM) stake by 8.7% in Q3 2026, selling an estimated $85K and leaving 3,764 shares worth $838K. The position accounts for 0.12% of the portfolio, ranked #101.

Financial Management Network first reported a position in IBM in Q4 2020 and has held it in 24 quarters since. The position peaked at $877K in Q2 2026. 837 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Financial Management Network held 3,764 shares of IBM worth $838K as of Q3 2026.
  • Financial Management Network sold 358 IBM shares in Q3 2026, an estimated $85K.
  • IBM made up 0.12% of Financial Management Network's portfolio in Q3 2026, its #101 holding.
  • Financial Management Network first reported a position in IBM in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's IBM position peaked at $877K in Q2 2026.
  • 837 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.