Gratus Wealth Advisors
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Gratus Wealth Advisors’s IBM IBM Stock Holding History

Gratus Wealth 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 		$761K Sell
3,458
-3,230
-48% -$767K 0.1% 75
2026
Q2 		$1.88M Buy
6,688
+27
+0.4% +$6.8K 0.24% 36
2026
Q1 		$1.61M Buy
6,661
+568
+9% +$154K 0.23% 35
2025
Q4 		$1.8M Buy
6,093
+395
+7% +$118K 0.25% 34
2025
Q3 		$1.61M Buy
5,698
+102
+2% +$26.7K 0.23% 38
2025
Q2 		$1.65M Buy
5,596
+2
+0% +$515 0.25% 34
2025
Q1 		$1.39M Sell
5,594
-168
-3% -$41.1K 0.23% 39
2024
Q4 		$1.27M Buy
5,762
+2,423
+73% +$540K 0.2% 47
2024
Q3 		$758K Sell
3,339
-34
-1% -$6.67K 0.12% 77
2024
Q2 		$618K Buy
3,373
+37
+1% +$6.43K 0.11% 83
2024
Q1 		$605K Buy
3,336
+1
+0% +$182 0.11% 81
2023
Q4 		$545K Buy
+3,335
New +$504K 0.11% 81

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gratus Wealth Advisors's IBM Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its IBM (IBM) stake by 48% in Q3 2026, selling an estimated $767K and leaving 3,458 shares worth $761K. The position accounts for 0.1% of the portfolio, ranked #75.

Gratus Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q2 2026. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Gratus Wealth Advisors held 3,458 shares of IBM worth $761K as of Q3 2026.
  • Gratus Wealth Advisors sold 3,230 IBM shares in Q3 2026, an estimated $767K.
  • IBM made up 0.1% of Gratus Wealth Advisors's portfolio in Q3 2026, its #75 holding.
  • Gratus Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • Gratus Wealth Advisors's IBM position peaked at $1.88M in Q2 2026.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.