First Affirmative Financial Network
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First Affirmative Financial Network’s IBM IBM Stock Holding History

First Affirmative Financial 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 		$665K Buy
+3,024
New +$718K 0.15% 137
2026
Q1 		$872K Buy
+3,599
New +$974K 0.34% 60
2025
Q3 		$841K Sell
2,980
-56
-2% -$14.7K 0.4% 46
2025
Q2 		$895K Buy
3,036
+123
+4% +$31.7K 0.46% 42
2025
Q1 		$724K Sell
2,913
-210
-7% -$51.4K 0.44% 50
2024
Q4 		$687K Buy
3,123
+46
+1% +$10.2K 0.4% 61
2024
Q3 		$680K Buy
3,077
+128
+4% +$25.1K 0.37% 67
2024
Q2 		$510K Buy
2,949
+90
+3% +$15.6K 0.35% 75
2024
Q1 		$546K Sell
2,859
-87
-3% -$15.9K 0.4% 63
2023
Q4 		$482K Buy
2,946
+318
+12% +$48.1K 0.38% 70
2023
Q3 		$369K Buy
2,628
+191
+8% +$27.2K 0.36% 80
2023
Q2 		$326K Buy
2,437
+712
+41% +$91.9K 0.33% 100
2023
Q1 		$226K Buy
1,725
+211
+14% +$28.2K 0.26% 124
2022
Q4 		$213K Buy
+1,514
New +$209K 0.26% 132
2022
Q3 		– Sell
-1,571
Closed -$222K – 144
2022
Q2 		$222K Buy
+1,571
New +$212K 0.25% 118
2021
Q4 		– Sell
-2,368
Closed -$315K – 159
2021
Q3 		$315K Buy
+2,368
New +$317K 0.32% 85

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

First Affirmative Financial Network's IBM Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in IBM (IBM) in Q3 2026: 3,024 shares worth $665K. The stake represents 0.15% of the portfolio and ranks #137 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in IBM as recently as Q1 2026.

First Affirmative Financial Network first reported a position in IBM in Q3 2021 and has held it in 16 quarters since. The position peaked at $895K in Q2 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • First Affirmative Financial Network held 3,024 shares of IBM worth $665K as of Q3 2026.
  • IBM was a new First Affirmative Financial Network position in Q3 2026.
  • IBM made up 0.15% of First Affirmative Financial Network's portfolio in Q3 2026, its #137 holding.
  • First Affirmative Financial Network first reported a position in IBM in Q3 2021 and has held it in 16 quarters since.
  • First Affirmative Financial Network's IBM position peaked at $895K in Q2 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.