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Investment Partners Asset Management’s IBM IBM Stock Holding History

Investment Partners Asset 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 		$1.91M Sell
8,668
-26
-0.3% -$6.17K 1.03% 25
2026
Q2 		$2.44M Sell
8,694
-312
-3% -$78.6K 1.36% 16
2026
Q1 		$2.18M Sell
9,006
-28
-0.3% -$7.58K 1.35% 16
2025
Q4 		$2.68M Sell
9,034
-12
-0.1% -$3.59K 1.67% 12
2025
Q3 		$2.55M Buy
9,046
+126
+1% +$33K 1.68% 11
2025
Q2 		$2.63M Sell
8,920
-128
-1% -$33K 1.83% 9
2025
Q1 		$2.25M Sell
9,048
-44
-0.5% -$10.8K 1.77% 10
2024
Q4 		$2M Buy
9,092
+221
+2% +$49.2K 1.57% 12
2024
Q3 		$1.96M Buy
8,871
+207
+2% +$40.6K 1.61% 11
2024
Q2 		$1.5M Buy
8,664
+115
+1% +$20K 1.34% 18
2024
Q1 		$1.63M Sell
8,549
-209
-2% -$38.1K 1.47% 13
2023
Q4 		$1.43M Buy
+8,758
New +$1.32M 1.43% 14

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

Investment Partners Asset Management's IBM Position: Q3 2026 in Review

Investment Partners Asset Management reduced its IBM (IBM) stake by 0.3% in Q3 2026, selling an estimated $6.17K and leaving 8,668 shares worth $1.91M. The position accounts for 1.03% of the portfolio, ranked #25.

Investment Partners Asset Management first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.68M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Investment Partners Asset Management held 8,668 shares of IBM worth $1.91M as of Q3 2026.
  • Investment Partners Asset Management sold 26 IBM shares in Q3 2026, an estimated $6.17K.
  • IBM made up 1.03% of Investment Partners Asset Management's portfolio in Q3 2026, its #25 holding.
  • Investment Partners Asset Management first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's IBM position peaked at $2.68M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.