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GAMMA Investing’s IBM IBM Stock Holding History

GAMMA Investing’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 		$5.7M Sell
25,910
-2,846
-10% -$676K 0.19% 83
2026
Q2 		$8.09M Buy
28,756
+4,048
+16% +$1.02M 0.3% 50
2026
Q1 		$5.99M Buy
24,708
+654
+3% +$177K 0.28% 53
2025
Q4 		$7.13M Buy
24,054
+3,023
+14% +$905K 0.36% 38
2025
Q3 		$5.93M Buy
21,031
+1,367
+7% +$358K 0.33% 41
2025
Q2 		$5.8M Buy
19,664
+1,970
+11% +$508K 0.37% 35
2025
Q1 		$4.4M Buy
17,694
+2,862
+19% +$700K 0.33% 49
2024
Q4 		$3.26M Buy
14,832
+1,281
+9% +$285K 0.28% 59
2024
Q3 		$3M Buy
13,551
+4,181
+45% +$820K 0.3% 51
2024
Q2 		$1.62M Buy
9,370
+2,788
+42% +$484K 0.22% 76
2024
Q1 		$1.26M Buy
6,582
+799
+14% +$146K 0.26% 59
2023
Q4 		$1.06M Buy
+5,783
New +$874K 0.29% 54

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing's IBM Position: Q3 2026 in Review

GAMMA Investing reduced its IBM (IBM) stake by 9.9% in Q3 2026, selling an estimated $676K and leaving 25,910 shares worth $5.7M. The position accounts for 0.19% of the portfolio, ranked #83.

GAMMA Investing first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.09M in Q2 2026. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • GAMMA Investing held 25,910 shares of IBM worth $5.7M as of Q3 2026.
  • GAMMA Investing sold 2,846 IBM shares in Q3 2026, an estimated $676K.
  • IBM made up 0.19% of GAMMA Investing's portfolio in Q3 2026, its #83 holding.
  • GAMMA Investing first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's IBM position peaked at $8.09M in Q2 2026.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.