InvesTrust
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InvesTrust’s IBM IBM Stock Holding History

InvesTrust’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 		$1.96M Sell
8,918
-1,701
-16% -$404K 0.79% 46
2026
Q2 		$2.99M Sell
10,619
-381
-3% -$96K 1.15% 28
2026
Q1 		$2.67M Sell
11,000
-526
-5% -$142K 1.12% 30
2025
Q4 		$3.41M Sell
11,526
-871
-7% -$261K 1.32% 23
2025
Q3 		$3.5M Sell
12,397
-26
-0.2% -$6.81K 1.28% 26
2025
Q2 		$3.66M Sell
12,423
-21,200
-63% -$5.46M 1.41% 24
2025
Q1 		$8.36M Sell
33,623
-2,068
-6% -$506K 2.29% 10
2024
Q4 		$7.85M Buy
+35,691
New +$7.95M 2.18% 13

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

InvesTrust's IBM Position: Q3 2026 in Review

InvesTrust reduced its IBM (IBM) stake by 16% in Q3 2026, selling an estimated $404K and leaving 8,918 shares worth $1.96M. The position accounts for 0.79% of the portfolio, ranked #46.

InvesTrust first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.36M in Q1 2025. 1,644 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • InvesTrust held 8,918 shares of IBM worth $1.96M as of Q3 2026.
  • InvesTrust sold 1,701 IBM shares in Q3 2026, an estimated $404K.
  • IBM made up 0.79% of InvesTrust's portfolio in Q3 2026, its #46 holding.
  • InvesTrust first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's IBM position peaked at $8.36M in Q1 2025.
  • 1,644 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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