HighTower Advisors’s IBM IBM Stock Holding History

HighTower 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
2025 Q4	–	Sell	-500	Closed	-$965	–	3796
2025 Q3	$965	Buy	+500	New	+$131K	﹤0.01%	3770
2025 Q1	–	Sell	-1,500	Closed	-$6.22K	–	3888
2024 Q4	$6.22K	Buy	+1,500	New	+$334K	﹤0.01%	3617
2024 Q1	–	Sell	-45,000	Closed	-$447K	–	3806
2023 Q4	$447K	Buy	45,000 +44,596	+11,039%	+$6.74M	﹤0.01%	2405
2023 Q3	$109K	Buy	404 +254	+169%	+$36.1K	﹤0.01%	3084
2023 Q2	$73.1K	Buy	+150	New	+$19.4K	﹤0.01%	3123
2022 Q2	–	Sell	-1	Closed	-$1K	–	3376
2022 Q1	$1K	Buy	+1	New	+$130	﹤0.01%	3364
2017 Q2	–	Sell	-1,151	Closed	-$2K	–	2268
2017 Q1	$2K	Buy	+1,151	New	+$193K	﹤0.01%	2060

Other funds holding IBM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

HighTower Advisors's IBM Position: Q3 2026 in Review

HighTower Advisors increased its IBM (IBM) stake by 4.7% in Q3 2026, buying an estimated $19M and bringing the position to 1,796,262 shares worth $395M. The position accounts for 0.37% of the portfolio, ranked #49.

HighTower Advisors first reported a position in IBM in Q2 2013 and has held it in 54 quarters since. The position peaked at $483M in Q2 2026. 2,717 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

HighTower Advisors held 1,796,262 shares of IBM worth $395M as of Q3 2026.
HighTower Advisors bought 80,142 IBM shares in Q3 2026, an estimated $19M.
IBM made up 0.37% of HighTower Advisors's portfolio in Q3 2026, its #49 holding.
HighTower Advisors first reported a position in IBM in Q2 2013 and has held it in 54 quarters since.
HighTower Advisors's IBM position peaked at $483M in Q2 2026.
2,717 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.