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Fortitude Advisory Group’s IBM IBM Stock Holding History

Fortitude Advisory Group’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 		$980K Buy
4,454
+83
+2% +$19.7K 0.37% 54
2026
Q2 		$1.23M Buy
4,371
+400
+10% +$101K 0.47% 44
2026
Q1 		$962K Buy
3,971
+52
+1% +$14.1K 0.43% 47
2025
Q4 		$1.16M Buy
3,919
+79
+2% +$23.7K 0.49% 34
2025
Q3 		$1.08M Sell
3,840
-283
-7% -$74.1K 0.58% 30
2025
Q2 		$1.22M Buy
4,123
+528
+15% +$136K 0.69% 26
2025
Q1 		$858K Sell
3,595
-6
-0.2% -$1.47K 0.62% 30
2024
Q4 		$792K Buy
3,601
+8
+0.2% +$1.78K 0.48% 41
2024
Q3 		$794K Hold
3,593
– – 0.5% 36
2024
Q2 		$621K Sell
3,593
-915
-20% -$159K 0.37% 50
2024
Q1 		$861K Buy
4,508
+100
+2% +$18.2K 0.49% 39
2023
Q4 		$721K Buy
4,408
+7
+0.2% +$1.06K 0.44% 42
2023
Q3 		$617K Buy
4,401
+442
+11% +$62.9K 0.42% 51
2023
Q2 		$530K Buy
3,959
+227
+6% +$29.3K 0.39% 56
2023
Q1 		$489K Buy
3,732
+22
+0.6% +$2.94K 0.38% 64
2022
Q4 		$523K Hold
3,710
– – 0.44% 60
2022
Q3 		$441K Sell
3,710
-1
-0% -$131 0.42% 61
2022
Q2 		$524K Sell
3,711
-122
-3% -$16.5K 0.48% 52
2022
Q1 		$498K Buy
3,833
+270
+8% +$35.2K 0.27% 67
2021
Q4 		$476K Buy
+3,563
New +$447K 0.24% 70

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fortitude Advisory Group's IBM Position: Q3 2026 in Review

Fortitude Advisory Group increased its IBM (IBM) stake by 1.9% in Q3 2026, buying an estimated $19.7K and bringing the position to 4,454 shares worth $980K. The position accounts for 0.37% of the portfolio, ranked #54.

Fortitude Advisory Group first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.23M in Q2 2026. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Fortitude Advisory Group held 4,454 shares of IBM worth $980K as of Q3 2026.
  • Fortitude Advisory Group bought 83 IBM shares in Q3 2026, an estimated $19.7K.
  • IBM made up 0.37% of Fortitude Advisory Group's portfolio in Q3 2026, its #54 holding.
  • Fortitude Advisory Group first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
  • Fortitude Advisory Group's IBM position peaked at $1.23M in Q2 2026.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.