Forza Wealth Management
IBM icon

Forza Wealth Management’s IBM IBM Stock Holding History

Forza Wealth Management’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 		$2.98M Buy
13,550
+339
+3% +$80.5K 0.86% 30
2026
Q2 		$3.72M Sell
13,211
-160
-1% -$40.3K 1.14% 26
2026
Q1 		$3.24M Sell
13,371
-150
-1% -$40.6K 1.13% 26
2025
Q4 		$4.01M Buy
13,521
+224
+2% +$67.1K 1.45% 21
2025
Q3 		$3.75M Buy
13,297
+117
+0.9% +$30.6K 1.44% 21
2025
Q2 		$3.89M Sell
13,180
-7
-0.1% -$1.8K 1.59% 18
2025
Q1 		$3.28M Buy
13,187
+34
+0.3% +$8.32K 1.47% 19
2024
Q4 		$2.89M Buy
13,153
+47
+0.4% +$10.5K 1.32% 23
2024
Q3 		$2.9M Buy
13,106
+441
+3% +$86.5K 1.33% 22
2024
Q2 		$2.19M Hold
12,665
– – 1.13% 25
2024
Q1 		$2.42M Sell
12,665
-50
-0.4% -$9.12K 1.26% 20
2023
Q4 		$2.08M Sell
12,715
-195
-2% -$29.5K 1.15% 21
2023
Q3 		$1.81M Hold
12,910
– – 0.93% 28
2023
Q2 		$1.73M Buy
12,910
+180
+1% +$23.2K 0.87% 28
2023
Q1 		$1.67M Buy
12,730
+1,102
+9% +$147K 0.86% 28
2022
Q4 		$1.64M Buy
+11,628
New +$1.6M 1.09% 25

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

Forza Wealth Management's IBM Position: Q3 2026 in Review

Forza Wealth Management increased its IBM (IBM) stake by 2.6% in Q3 2026, buying an estimated $80.5K and bringing the position to 13,550 shares worth $2.98M. The position accounts for 0.86% of the portfolio, ranked #30.

Forza Wealth Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.01M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Forza Wealth Management held 13,550 shares of IBM worth $2.98M as of Q3 2026.
  • Forza Wealth Management bought 339 IBM shares in Q3 2026, an estimated $80.5K.
  • IBM made up 0.86% of Forza Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Forza Wealth Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's IBM position peaked at $4.01M in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.