Holland Advisory Services
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Holland Advisory Services’s IBM IBM Stock Holding History

Holland Advisory Services’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 		$220K Sell
1,001
-24
-2% -$5.7K 0.23% 48
2026
Q2 		$288K Sell
1,025
-151
-13% -$38K 0.32% 38
2026
Q1 		$285K Buy
1,176
+6
+0.5% +$1.62K 0.38% 35
2025
Q4 		$346K Sell
1,170
-77
-6% -$23.1K 0.47% 29
2025
Q3 		$352K Sell
1,247
-102
-8% -$26.7K 0.48% 29
2025
Q2 		$398K Sell
1,349
-96
-7% -$24.7K 0.58% 22
2025
Q1 		$359K Buy
1,445
+155
+12% +$37.9K 0.55% 26
2024
Q4 		$284K Buy
1,290
+37
+3% +$8.24K 0.37% 34
2024
Q3 		$277K Buy
1,253
+5
+0.4% +$980 0.36% 36
2024
Q2 		$216K Buy
1,248
+1
+0.1% +$174 0.27% 40
2024
Q1 		$238K Buy
1,247
+9
+0.7% +$1.64K 0.26% 38
2023
Q4 		$203K Sell
1,238
-976
-44% -$147K 0.23% 40
2023
Q3 		$311K Buy
+2,214
New +$315K 0.39% 24

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Holland Advisory Services's IBM Position: Q3 2026 in Review

Holland Advisory Services reduced its IBM (IBM) stake by 2.3% in Q3 2026, selling an estimated $5.7K and leaving 1,001 shares worth $220K. The position accounts for 0.23% of the portfolio, ranked #48.

Holland Advisory Services first reported a position in IBM in Q3 2023 and has held it in 13 quarters since. The position peaked at $398K in Q2 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Holland Advisory Services held 1,001 shares of IBM worth $220K as of Q3 2026.
  • Holland Advisory Services sold 24 IBM shares in Q3 2026, an estimated $5.7K.
  • IBM made up 0.23% of Holland Advisory Services's portfolio in Q3 2026, its #48 holding.
  • Holland Advisory Services first reported a position in IBM in Q3 2023 and has held it in 13 quarters since.
  • Holland Advisory Services's IBM position peaked at $398K in Q2 2025.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Holland Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.