FORM Wealth Advisors
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FORM Wealth Advisors’s IBM IBM Stock Holding History

FORM Wealth 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 		$656K Hold
2,982
– – 0.07% 31
2026
Q2 		$839K Hold
2,982
– – 0.09% 25
2026
Q1 		$723K Hold
2,982
– – 0.08% 30
2025
Q4 		$883K Buy
+2,982
New +$893K 0.1% 29
2025
Q2 		$922K Hold
3,126
– – 0.11% 27
2025
Q1 		$777K Buy
+3,126
New +$765K 0.11% 28

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

FORM Wealth Advisors's IBM Position: Q3 2026 in Review

FORM Wealth Advisors held its IBM (IBM) position steady in Q3 2026 at 2,982 shares worth $656K. The position accounts for 0.07% of the portfolio, ranked #31.

FORM Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $922K in Q2 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • FORM Wealth Advisors held 2,982 shares of IBM worth $656K as of Q3 2026.
  • FORM Wealth Advisors left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.07% of FORM Wealth Advisors's portfolio in Q3 2026, its #31 holding.
  • FORM Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's IBM position peaked at $922K in Q2 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.