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Heartwood Wealth Advisors’s IBM IBM Stock Holding History

Heartwood 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 		$236K Buy
1,075
+128
+14% +$30.4K 0.02% 206
2026
Q2 		$266K Hold
947
– – 0.02% 204
2026
Q1 		$230K Sell
947
-223
-19% -$60.3K 0.02% 209
2025
Q4 		$347K Sell
1,170
-4,339
-79% -$1.3M 0.03% 147
2025
Q3 		$1.55M Buy
5,509
+250
+5% +$65.4K 0.15% 62
2025
Q2 		$1.55M Buy
5,259
+209
+4% +$53.8K 0.16% 57
2025
Q1 		$1.26M Sell
5,050
-863
-15% -$211K 0.14% 61
2024
Q4 		$1.3M Buy
5,913
+5
+0.1% +$1.11K 0.15% 50
2024
Q3 		$1.31M Buy
5,908
+117
+2% +$22.9K 0.14% 52
2024
Q2 		$1M Buy
5,791
+48
+0.8% +$8.34K 0.12% 62
2024
Q1 		$1.1M Sell
5,743
-244
-4% -$44.5K 0.14% 49
2023
Q4 		$979K Buy
5,987
+207
+4% +$31.3K 0.13% 48
2023
Q3 		$811K Sell
5,780
-659
-10% -$93.8K 0.12% 56
2023
Q2 		$862K Buy
6,439
+551
+9% +$71.1K 0.12% 59
2023
Q1 		$772K Buy
5,888
+993
+20% +$133K 0.12% 61
2022
Q4 		$690K Sell
4,895
-175
-3% -$24.1K 0.11% 64
2022
Q3 		$602K Buy
5,070
+754
+17% +$99K 0.1% 56
2022
Q2 		$609K Buy
4,316
+180
+4% +$24.3K 0.1% 59
2022
Q1 		$538K Buy
4,136
+1,203
+41% +$157K 0.08% 70
2021
Q4 		$392K Buy
2,933
+176
+6% +$22.1K 0.06% 74
2021
Q3 		$366K Buy
2,757
+86
+3% +$11.5K 0.06% 71
2021
Q2 		$374K Buy
+2,671
New +$365K 0.06% 71

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

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

Heartwood Wealth Advisors increased its IBM (IBM) stake by 14% in Q3 2026, buying an estimated $30.4K and bringing the position to 1,075 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #206.

Heartwood Wealth Advisors first reported a position in IBM in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.55M in Q3 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Heartwood Wealth Advisors held 1,075 shares of IBM worth $236K as of Q3 2026.
  • Heartwood Wealth Advisors bought 128 IBM shares in Q3 2026, an estimated $30.4K.
  • IBM made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #206 holding.
  • Heartwood Wealth Advisors first reported a position in IBM in Q2 2021 and has held it in 22 quarters since.
  • Heartwood Wealth Advisors's IBM position peaked at $1.55M in Q3 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.