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Green Alpha Advisors’s IBM IBM Stock Holding History

Green Alpha 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 		$4.45M Buy
20,232
+303
+2% +$72K 3.01% 7
2026
Q2 		$5.6M Sell
19,929
-267
-1% -$67.3K 3.76% 5
2026
Q1 		$4.9M Buy
20,196
+372
+2% +$101K 4.82% 3
2025
Q4 		$5.87M Buy
19,824
+91
+0.5% +$27.3K 5.38% 1
2025
Q3 		$5.57M Sell
19,733
-2,437
-11% -$638K 5.37% 1
2025
Q2 		$6.54M Sell
22,170
-681
-3% -$175K 6.24% 1
2025
Q1 		$5.68M Buy
22,851
+10,594
+86% +$2.59M 6.07% 1
2024
Q4 		$2.69M Sell
12,257
-343
-3% -$76.4K 2.16% 4
2024
Q3 		$2.79M Sell
12,600
-498
-4% -$97.6K 2.19% 5
2024
Q2 		$2.27M Sell
13,098
-2,468
-16% -$429K 1.82% 11
2024
Q1 		$2.97M Buy
15,566
+1,646
+12% +$300K 2.15% 5
2023
Q4 		$2.28M Sell
13,920
-3,588
-20% -$542K 1.64% 10
2023
Q3 		$2.46M Sell
17,508
-265
-1% -$37.7K 1.89% 9
2023
Q2 		$2.38M Buy
17,773
+581
+3% +$75K 1.56% 10
2023
Q1 		$2.25M Buy
17,192
+1,058
+7% +$142K 1.58% 8
2022
Q4 		$2.27M Buy
16,134
+3,649
+29% +$503K 1.89% 3
2022
Q3 		$1.48M Sell
12,485
-101,833
-89% -$13.4M 1.26% 17
2022
Q2 		$16.1M Buy
114,318
+100,601
+733% +$13.6M 3.71% 4
2022
Q1 		$1.78M Buy
13,717
+420
+3% +$54.8K 1.2% 23
2021
Q4 		$1.78M Buy
13,297
+316
+2% +$39.6K 1.2% 25
2021
Q3 		$1.72M Buy
12,981
+905
+7% +$121K 1.19% 21
2021
Q2 		$1.69M Buy
12,076
+1,282
+12% +$175K 1.15% 26
2021
Q1 		$1.38M Sell
10,794
-1,148
-10% -$137K 1.36% 20
2020
Q4 		$1.44M Buy
+11,942
New +$1.38M 1.74% 18

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

Green Alpha Advisors's IBM Position: Q3 2026 in Review

Green Alpha Advisors increased its IBM (IBM) stake by 1.5% in Q3 2026, buying an estimated $72K and bringing the position to 20,232 shares worth $4.45M. The position accounts for 3.01% of the portfolio, ranked #7.

Green Alpha Advisors first reported a position in IBM in Q4 2020 and has held it in 24 quarters since. The position peaked at $16.1M in Q2 2022. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Green Alpha Advisors held 20,232 shares of IBM worth $4.45M as of Q3 2026.
  • Green Alpha Advisors bought 303 IBM shares in Q3 2026, an estimated $72K.
  • IBM made up 3.01% of Green Alpha Advisors's portfolio in Q3 2026, its #7 holding.
  • Green Alpha Advisors first reported a position in IBM in Q4 2020 and has held it in 24 quarters since.
  • Green Alpha Advisors's IBM position peaked at $16.1M in Q2 2022.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Green Alpha Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.