Highline Wealth Partners’s IBM IBM Stock Holding History

Highline Wealth Partners’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	$141K	Buy	641 +92	+17%	+$21.8K	0.03%	153
2026 Q2	$154K	Buy	549 +457	+497%	+$115K	0.03%	130
2026 Q1	$22.3K	Sell	92 -50	-35%	-$13.5K	0.01%	279
2025 Q4	$42.1K	Buy	142 +3	+2%	+$898	0.01%	149
2025 Q3	$39.2K	Buy	139 +28	+25%	+$7.33K	0.01%	175
2025 Q2	$32.7K	Buy	111 +51	+85%	+$13.1K	0.01%	167
2025 Q1	$14.9K	Buy	60 +29	+94%	+$7.09K	0.01%	241
2024 Q4	$6.82K	Buy	31 +5	+19%	+$1.11K	﹤0.01%	293
2024 Q3	$5.75K	Buy	26 +22	+550%	+$4.31K	﹤0.01%	321
2024 Q2	$692	Buy	+4	New	+$695	﹤0.01%	472
2023 Q4	–	Sell	-60	Closed	-$8.42K	–	422
2023 Q3	$8.42K	Buy	+60	New	+$8.54K	0.01%	196

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Highline Wealth Partners's IBM Position: Q3 2026 in Review

Highline Wealth Partners increased its IBM (IBM) stake by 17% in Q3 2026, buying an estimated $21.8K and bringing the position to 641 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #153.

Highline Wealth Partners first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $154K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Highline Wealth Partners held 641 shares of IBM worth $141K as of Q3 2026.
Highline Wealth Partners bought 92 IBM shares in Q3 2026, an estimated $21.8K.
IBM made up 0.03% of Highline Wealth Partners's portfolio in Q3 2026, its #153 holding.
Highline Wealth Partners first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
Highline Wealth Partners's IBM position peaked at $154K in Q2 2026.
1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.