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Global Wealth Strategies & Associates’s IBM IBM Stock Holding History

Global Wealth Strategies & Associates’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 		$448K Buy
2,036
+194
+11% +$46.1K 0.08% 62
2026
Q2 		$518K Buy
1,842
+15
+0.8% +$3.78K 0.1% 53
2026
Q1 		$443K Buy
1,827
+100
+6% +$27.1K 0.11% 49
2025
Q4 		$512K Buy
1,727
+40
+2% +$12K 0.13% 38
2025
Q3 		$476K Buy
1,687
+442
+36% +$116K 0.12% 45
2025
Q2 		$367K Sell
1,245
-10
-0.8% -$2.58K 0.11% 42
2025
Q1 		$312K Buy
1,255
+10
+0.8% +$2.45K 0.09% 43
2024
Q4 		$274K Buy
1,245
+113
+10% +$25.2K 0.09% 42
2024
Q3 		$250K Hold
1,132
– – 0.08% 40
2024
Q2 		$196K Buy
1,132
+72
+7% +$12.5K 0.07% 40
2024
Q1 		$202K Hold
1,060
– – 0.08% 44
2023
Q4 		$173K Buy
1,060
+10
+1% +$1.51K 0.07% 43
2023
Q3 		$147K Hold
1,050
– – 0.07% 47
2023
Q2 		$141K Hold
1,050
– – 0.07% 47
2023
Q1 		$138K Hold
1,050
– – 0.07% 44
2022
Q4 		$148K Buy
+1,050
New +$145K 0.09% 42

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
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
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Global Wealth Strategies & Associates's IBM Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its IBM (IBM) stake by 11% in Q3 2026, buying an estimated $46.1K and bringing the position to 2,036 shares worth $448K. The position accounts for 0.08% of the portfolio, ranked #62.

Global Wealth Strategies & Associates first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $518K in Q2 2026. 169 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Global Wealth Strategies & Associates held 2,036 shares of IBM worth $448K as of Q3 2026.
  • Global Wealth Strategies & Associates bought 194 IBM shares in Q3 2026, an estimated $46.1K.
  • IBM made up 0.08% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #62 holding.
  • Global Wealth Strategies & Associates first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's IBM position peaked at $518K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.