IFS Advisors’s IBM IBM Stock Holding History

IFS 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
2026 Q3	$48.8K	Hold	222	–	–	0.01%	193
2026 Q2	$62.4K	Buy	222 +25	+13%	+$6.3K	0.03%	52
2026 Q1	$47.8K	Hold	197	–	–	0.02%	56
2025 Q4	$58.4K	Hold	197	–	–	0.03%	43
2025 Q3	$55.6K	Hold	197	–	–	0.03%	43
2025 Q2	$58.1K	Hold	197	–	–	0.04%	37
2025 Q1	$49K	Hold	197	–	–	0.04%	50
2024 Q4	$43.3K	Hold	197	–	–	0.03%	46
2024 Q3	$43.6K	Hold	197	–	–	0.03%	33
2024 Q2	$34.1K	Hold	197	–	–	0.03%	34
2024 Q1	$37.6K	Hold	197	–	–	0.03%	33
2023 Q4	$32.2K	Hold	197	–	–	0.04%	32
2023 Q3	$27.6K	Sell	197 -48	-20%	-$6.83K	0.05%	31
2023 Q2	$32.8K	Buy	245 +48	+24%	+$6.2K	0.08%	27
2023 Q1	$25.8K	Sell	197 -17	-8%	-$2.27K	0.11%	27
2022 Q4	$30.2K	Hold	214	–	–	0.05%	30
2022 Q3	$25K	Hold	214	–	–	0.05%	30
2022 Q2	$30K	Buy	214 +1	+0.5%	+$135	0.08%	26
2022 Q1	$27K	Hold	213	–	–	0.03%	33
2021 Q4	$28K	Buy	+213	New	+$26.7K	0.02%	42
2021 Q1	–	Sell	-614	Closed	-$74K	–	74
2020 Q4	$74K	Buy	+614	New	+$71K	0.06%	32

Other funds holding IBM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

IFS Advisors's IBM Position: Q3 2026 in Review

IFS Advisors held its IBM (IBM) position steady in Q3 2026 at 222 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #193.

IFS Advisors first reported a position in IBM in Q4 2020 and has held it in 21 quarters since. The position peaked at $74K in Q4 2020. 889 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

IFS Advisors held 222 shares of IBM worth $48.8K as of Q3 2026.
IFS Advisors left its IBM share count unchanged in Q3 2026.
IBM made up 0.01% of IFS Advisors's portfolio in Q3 2026, its #193 holding.
IFS Advisors first reported a position in IBM in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's IBM position peaked at $74K in Q4 2020.
889 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.