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Intelligence Driven Advisers’s IBM IBM Stock Holding History

Intelligence Driven Advisers’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 		$296K Buy
1,347
+124
+10% +$29.4K 0.05% 105
2026
Q2 		$344K Buy
+1,223
New +$308K 0.06% 96
2021
Q1 		– Sell
-2,765
Closed -$333K – 81
2020
Q4 		$333K Buy
2,765
+13
+0.5% +$1.5K 0.07% 75
2020
Q3 		$320K Hold
2,752
– – 0.08% 67
2020
Q2 		$318K Sell
2,752
-60
-2% -$6.97K 0.11% 71
2020
Q1 		$298K Buy
2,812
+39
+1% +$4.93K 0.14% 69
2019
Q4 		$355K Sell
2,773
-90
-3% -$11.7K 0.16% 63
2019
Q3 		$398K Sell
2,863
-145
-5% -$19.6K 0.19% 58
2019
Q2 		$397K Buy
3,008
+84
+3% +$11K 0.19% 67
2019
Q1 		$394K Buy
2,924
+62
+2% +$7.9K 0.22% 63
2018
Q4 		$311K Buy
+2,862
New +$344K 0.2% 74

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

Intelligence Driven Advisers's IBM Position: Q3 2026 in Review

Intelligence Driven Advisers increased its IBM (IBM) stake by 10% in Q3 2026, buying an estimated $29.4K and bringing the position to 1,347 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #105.

Intelligence Driven Advisers first reported a position in IBM in Q4 2018 and has held it in 11 quarters since. The position peaked at $398K in Q3 2019. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Intelligence Driven Advisers held 1,347 shares of IBM worth $296K as of Q3 2026.
  • Intelligence Driven Advisers bought 124 IBM shares in Q3 2026, an estimated $29.4K.
  • IBM made up 0.05% of Intelligence Driven Advisers's portfolio in Q3 2026, its #105 holding.
  • Intelligence Driven Advisers first reported a position in IBM in Q4 2018 and has held it in 11 quarters since.
  • Intelligence Driven Advisers's IBM position peaked at $398K in Q3 2019.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.