Holos Integrated Wealth
IBM icon

Holos Integrated Wealth’s IBM IBM Stock Holding History

Holos Integrated Wealth’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 		$179K Sell
758
-149
-16% -$35.4K 0.08% 87
2026
Q2 		$278K Hold
907
– – 0.13% 67
2026
Q1 		$222K Sell
907
-330
-27% -$89.3K 0.11% 74
2025
Q4 		$361K Buy
1,237
+94
+8% +$28.2K 0.2% 50
2025
Q3 		$318K Sell
1,143
-56
-5% -$14.7K 0.19% 48
2025
Q2 		$290K Sell
1,199
-94
-7% -$24.2K 0.17% 49
2025
Q1 		$321K Hold
1,293
– – 0.21% 47
2024
Q4 		$284K Buy
+1,293
New +$288K 0.19% 44

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

Holos Integrated Wealth's IBM Position: Q3 2026 in Review

Holos Integrated Wealth reduced its IBM (IBM) stake by 16% in Q3 2026, selling an estimated $35.4K and leaving 758 shares worth $179K. The position accounts for 0.08% of the portfolio, ranked #87.

Holos Integrated Wealth first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $361K in Q4 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Holos Integrated Wealth held 758 shares of IBM worth $179K as of Q3 2026.
  • Holos Integrated Wealth sold 149 IBM shares in Q3 2026, an estimated $35.4K.
  • IBM made up 0.08% of Holos Integrated Wealth's portfolio in Q3 2026, its #87 holding.
  • Holos Integrated Wealth first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's IBM position peaked at $361K in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.