Friday Financial
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Friday Financial’s IBM IBM Stock Holding History

Friday Financial’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 		$472K Buy
2,090
+187
+10% +$44.4K 0.09% 83
2026
Q2 		$583K Buy
1,903
+35
+2% +$8.82K 0.16% 68
2026
Q1 		$453K Buy
1,868
+140
+8% +$37.9K 0.16% 71
2025
Q4 		$512K Buy
1,728
+319
+23% +$95.5K 0.18% 65
2025
Q3 		$398K Hold
1,409
– – 0.17% 71
2025
Q2 		$415K Hold
1,409
– – 0.21% 61
2025
Q1 		$352K Buy
1,409
+377
+37% +$92.2K 0.21% 55
2024
Q4 		$227K Buy
+1,032
New +$230K 0.16% 60

Other funds holding IBM

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Friday Financial's IBM Position: Q3 2026 in Review

Friday Financial increased its IBM (IBM) stake by 9.8% in Q3 2026, buying an estimated $44.4K and bringing the position to 2,090 shares worth $472K. The position accounts for 0.09% of the portfolio, ranked #83.

Friday Financial first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $583K in Q2 2026. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Friday Financial held 2,090 shares of IBM worth $472K as of Q3 2026.
  • Friday Financial bought 187 IBM shares in Q3 2026, an estimated $44.4K.
  • IBM made up 0.09% of Friday Financial's portfolio in Q3 2026, its #83 holding.
  • Friday Financial first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Friday Financial's IBM position peaked at $583K in Q2 2026.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.