Hoxton Planning & Management
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Hoxton Planning & Management’s IBM IBM Stock Holding History

Hoxton Planning & 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 		$1.14M Buy
5,164
+7
+0.1% +$1.66K 0.29% 62
2026
Q2 		$1.45M Sell
5,157
-45
-0.9% -$11.3K 0.38% 56
2026
Q1 		$1.26M Buy
5,202
+5
+0.1% +$1.35K 0.38% 54
2025
Q4 		$1.54M Buy
5,197
+107
+2% +$32K 0.46% 44
2025
Q3 		$1.44M Sell
5,090
-23
-0.4% -$6.02K 0.46% 44
2025
Q2 		$1.51M Sell
5,113
-111
-2% -$28.6K 0.52% 41
2025
Q1 		$1.3M Buy
5,224
+13
+0.2% +$3.18K 0.5% 44
2024
Q4 		$1.15M Buy
5,211
+1
+0% +$223 0.44% 44
2024
Q3 		$1.15M Buy
5,210
+273
+6% +$53.5K 0.45% 39
2024
Q2 		$854K Buy
4,937
+133
+3% +$23.1K 0.4% 42
2024
Q1 		$917K Buy
4,804
+75
+2% +$13.7K 0.44% 41
2023
Q4 		$773K Buy
4,729
+147
+3% +$22.2K 0.41% 45
2023
Q3 		$643K Buy
4,582
+30
+0.7% +$4.27K 0.42% 48
2023
Q2 		$609K Sell
4,552
-237
-5% -$30.6K 0.38% 48
2023
Q1 		$628K Sell
4,789
-311
-6% -$41.6K 0.35% 56
2022
Q4 		$719K Buy
+5,100
New +$703K 0.38% 52

Other funds holding IBM

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Hoxton Planning & Management's IBM Position: Q3 2026 in Review

Hoxton Planning & Management increased its IBM (IBM) stake by 0.14% in Q3 2026, buying an estimated $1.66K and bringing the position to 5,164 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #62.

Hoxton Planning & Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.54M in Q4 2025. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Hoxton Planning & Management held 5,164 shares of IBM worth $1.14M as of Q3 2026.
  • Hoxton Planning & Management bought 7 IBM shares in Q3 2026, an estimated $1.66K.
  • IBM made up 0.29% of Hoxton Planning & Management's portfolio in Q3 2026, its #62 holding.
  • Hoxton Planning & Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's IBM position peaked at $1.54M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.