High Net Worth Advisory Group
IBM icon

High Net Worth Advisory Group’s IBM IBM Stock Holding History

High Net Worth Advisory Group’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 		$821K Hold
3,734
– – 0.17% 119
2026
Q2 		$1.05M Sell
3,734
-1,247
-25% -$314K 0.22% 104
2026
Q1 		$1.21M Sell
4,981
-766
-13% -$207K 0.28% 80
2025
Q4 		$1.7M Hold
5,747
– – 0.39% 60
2025
Q3 		$1.62M Buy
5,747
+523
+10% +$137K 0.39% 56
2025
Q2 		$1.54M Sell
5,224
-67
-1% -$17.3K 0.41% 57
2025
Q1 		$1.32M Buy
5,291
+985
+23% +$241K 0.37% 66
2024
Q4 		$947K Sell
4,306
-88
-2% -$19.6K 0.26% 87
2024
Q3 		$971K Sell
4,394
-125
-3% -$24.5K 0.27% 86
2024
Q2 		$782K Sell
4,519
-2,120
-32% -$368K 0.24% 90
2024
Q1 		$1.27M Buy
6,639
+88
+1% +$16.1K 0.4% 60
2023
Q4 		$1.07M Buy
6,551
+410
+7% +$62K 0.4% 62
2023
Q3 		$862K Buy
6,141
+250
+4% +$35.6K 0.35% 73
2023
Q2 		$788K Buy
5,891
+1,859
+46% +$240K 0.31% 79
2023
Q1 		$529K Hold
4,032
– – 0.22% 102
2022
Q4 		$568K Sell
4,032
-33
-0.8% -$4.55K 0.22% 99
2022
Q3 		$483K Sell
4,065
-400
-9% -$52.5K 0.21% 100
2022
Q2 		$630K Buy
4,465
+426
+11% +$57.5K 0.26% 90
2022
Q1 		$525K Sell
4,039
-278
-6% -$36.3K 0.19% 104
2021
Q4 		$577K Buy
+4,317
New +$541K 0.2% 99

Other funds holding IBM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 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

High Net Worth Advisory Group's IBM Position: Q3 2026 in Review

High Net Worth Advisory Group held its IBM (IBM) position steady in Q3 2026 at 3,734 shares worth $821K. The position accounts for 0.17% of the portfolio, ranked #119.

High Net Worth Advisory Group first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.7M in Q4 2025. 1,219 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • High Net Worth Advisory Group held 3,734 shares of IBM worth $821K as of Q3 2026.
  • High Net Worth Advisory Group left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.17% of High Net Worth Advisory Group's portfolio in Q3 2026, its #119 holding.
  • High Net Worth Advisory Group first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's IBM position peaked at $1.7M in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.