HA
IBM icon

Herold Advisors’s IBM IBM Stock Holding History

Herold 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
20,236
+488
+2% +$116K 0.87% 29
2026
Q2 		$5.54M Buy
19,748
+132
+0.7% +$33.3K 1.1% 20
2026
Q1 		$4.75M Buy
19,616
+333
+2% +$90.1K 1.04% 21
2025
Q4 		$5.71M Sell
19,283
-777
-4% -$233K 1.28% 17
2025
Q3 		$5.66M Sell
20,060
-875
-4% -$229K 1.31% 16
2025
Q2 		$6.17M Buy
20,935
+156
+0.8% +$40.2K 1.29% 16
2025
Q1 		$5.17M Buy
20,779
+203
+1% +$49.7K 1.13% 19
2024
Q4 		$4.52M Sell
20,576
-134
-0.6% -$29.8K 0.99% 23
2024
Q3 		$4.58M Buy
20,710
+48
+0.2% +$9.41K 0.99% 21
2024
Q2 		$3.57M Buy
20,662
+63
+0.3% +$10.9K 0.83% 28
2024
Q1 		$3.93M Sell
20,599
-890
-4% -$162K 0.95% 21
2023
Q4 		$3.51M Sell
21,489
-391
-2% -$59.1K 0.97% 23
2023
Q3 		$3.07M Buy
21,880
+688
+3% +$97.9K 0.93% 24
2023
Q2 		$2.84M Buy
21,192
+527
+3% +$68K 0.87% 26
2023
Q1 		$2.71M Buy
20,665
+385
+2% +$51.5K 0.94% 23
2022
Q4 		$2.86M Buy
20,280
+557
+3% +$76.8K 1.21% 18
2022
Q3 		$2.34M Buy
19,723
+945
+5% +$124K 1.13% 21
2022
Q2 		$2.65M Buy
18,778
+467
+3% +$63K 1.18% 19
2022
Q1 		$2.38M Buy
18,311
+848
+5% +$111K 0.85% 28
2021
Q4 		$2.33M Sell
17,463
-792
-4% -$99.3K 0.91% 26
2021
Q3 		$2.42M Buy
+18,255
New +$2.44M 0.94% 19

Other funds holding IBM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Herold Advisors's IBM Position: Q3 2026 in Review

Herold Advisors increased its IBM (IBM) stake by 2.5% in Q3 2026, buying an estimated $116K and bringing the position to 20,236 shares worth $4.45M. The position accounts for 0.87% of the portfolio, ranked #29.

Herold Advisors first reported a position in IBM in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.17M in Q2 2025. 711 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Herold Advisors held 20,236 shares of IBM worth $4.45M as of Q3 2026.
  • Herold Advisors bought 488 IBM shares in Q3 2026, an estimated $116K.
  • IBM made up 0.87% of Herold Advisors's portfolio in Q3 2026, its #29 holding.
  • Herold Advisors first reported a position in IBM in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's IBM position peaked at $6.17M in Q2 2025.
  • 711 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.