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Horizons Wealth Management’s IBM IBM Stock Holding History

Horizons Wealth Management’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 		$7.7K Buy
+35
New +$8.31K ﹤0.01% 141
2026
Q1 		$8.48K Hold
35
– – 0.01% 146
2025
Q4 		$10.4K Hold
35
– – 0.01% 144
2025
Q3 		$9.88K Hold
35
– – 0.01% 144
2025
Q2 		$10.3K Hold
35
– – 0.01% 141
2025
Q1 		$8.7K Hold
35
– – 0.01% 145
2024
Q4 		$7.69K Hold
35
– – 0.01% 141
2024
Q3 		$7.74K Hold
35
– – 0.01% 143
2024
Q2 		$6.41K Hold
35
– – 0.01% 146
2024
Q1 		$5.72K Hold
35
– – ﹤0.01% 147
2023
Q4 		$5.72K Buy
+35
New +$5.29K ﹤0.01% 147

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Horizons Wealth Management's IBM Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in IBM (IBM) in Q3 2026: 35 shares worth $7.7K. The stake represents ﹤0.01% of the portfolio and ranks #141 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in IBM as recently as Q1 2026.

Horizons Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4K in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Horizons Wealth Management held 35 shares of IBM worth $7.7K as of Q3 2026.
  • IBM was a new Horizons Wealth Management position in Q3 2026.
  • IBM made up ﹤0.01% of Horizons Wealth Management's portfolio in Q3 2026, its #141 holding.
  • Horizons Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Horizons Wealth Management's IBM position peaked at $10.4K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.