FSA Advisors’s IBM IBM Stock Holding History

FSA 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	$1.49M	Buy	+6,792	New	+$1.61M	0.65%	41
2025 Q1	–	Sell	-1,473	Closed	-$324K	–	183
2024 Q4	$324K	Buy	+1,473	New	+$328K	0.4%	86

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

FSA Advisors's IBM Position: Q3 2026 in Review

FSA Advisors opened a new position in IBM (IBM) in Q3 2026: 6,792 shares worth $1.49M. The stake represents 0.65% of the portfolio and ranks #41 among its holdings. This is a return to the name: FSA Advisors previously reported a position in IBM as recently as Q4 2024.

FSA Advisors first reported a position in IBM in Q4 2024 and has held it in 2 quarters since. 2,337 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

FSA Advisors held 6,792 shares of IBM worth $1.49M as of Q3 2026.
IBM was a new FSA Advisors position in Q3 2026.
IBM made up 0.65% of FSA Advisors's portfolio in Q3 2026, its #41 holding.
FSA Advisors first reported a position in IBM in Q4 2024 and has held it in 2 quarters since.
2,337 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on FSA Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.