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Freestate Advisors’s IBM IBM Stock Holding History

Freestate 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 		$467K Buy
2,123
+2
+0.1% +$475 0.36% 28
2026
Q2 		$596K Hold
2,121
– – 0.45% 23
2026
Q1 		$514K Hold
2,121
– – 0.41% 24
2025
Q4 		$628K Hold
2,121
– – 0.51% 22
2025
Q3 		$598K Hold
2,121
– – 0.5% 22
2025
Q2 		$625K Hold
2,121
– – 0.56% 21
2025
Q1 		$527K Hold
2,121
– – 0.52% 19
2024
Q4 		$466K Hold
2,121
– – 0.48% 18
2024
Q3 		$469K Buy
+2,121
New +$416K 0.49% 19

Other funds holding IBM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Freestate Advisors's IBM Position: Q3 2026 in Review

Freestate Advisors increased its IBM (IBM) stake by 0.09% in Q3 2026, buying an estimated $475 and bringing the position to 2,123 shares worth $467K. The position accounts for 0.36% of the portfolio, ranked #28.

Freestate Advisors first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $628K in Q4 2025. 335 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Freestate Advisors held 2,123 shares of IBM worth $467K as of Q3 2026.
  • Freestate Advisors bought 2 IBM shares in Q3 2026, an estimated $475.
  • IBM made up 0.36% of Freestate Advisors's portfolio in Q3 2026, its #28 holding.
  • Freestate Advisors first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
  • Freestate Advisors's IBM position peaked at $628K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Freestate Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.