IVC Wealth Advisors
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IVC Wealth Advisors’s IBM IBM Stock Holding History

IVC Wealth 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 		$1.17M Sell
5,309
-694
-12% -$165K 0.47% 39
2026
Q2 		$1.69M Sell
6,003
-97
-2% -$24.4K 0.66% 30
2026
Q1 		$1.48M Sell
6,100
-13
-0.2% -$3.52K 0.64% 27
2025
Q4 		$1.81M Sell
6,113
-13
-0.2% -$3.89K 0.79% 25
2025
Q3 		$1.73M Buy
6,126
+31
+0.5% +$8.11K 0.77% 25
2025
Q2 		$1.8M Sell
6,095
-45
-0.7% -$11.6K 0.88% 24
2025
Q1 		$1.53M Sell
6,140
-15
-0.2% -$3.67K 0.82% 24
2024
Q4 		$1.35M Sell
6,155
-850
-12% -$189K 0.76% 30
2024
Q3 		$1.55M Sell
7,005
-186
-3% -$36.5K 0.85% 26
2024
Q2 		$1.24M Buy
7,191
+293
+4% +$50.9K 0.7% 35
2024
Q1 		$1.32M Buy
6,898
+1,003
+17% +$183K 0.76% 33
2023
Q4 		$964K Sell
5,895
-394
-6% -$59.5K 0.6% 43
2023
Q3 		$882K Buy
6,289
+80
+1% +$11.4K 0.59% 47
2023
Q2 		$831K Buy
6,209
+365
+6% +$47.1K 0.53% 53
2023
Q1 		$766K Sell
5,844
-132
-2% -$17.7K 0.54% 55
2022
Q4 		$842K Buy
5,976
+113
+2% +$15.6K 0.62% 50
2022
Q3 		$697K Buy
5,863
+175
+3% +$23K 0.56% 49
2022
Q2 		$803K Buy
5,688
+163
+3% +$22K 0.62% 42
2022
Q1 		$718K Buy
5,525
+222
+4% +$29K 0.47% 56
2021
Q4 		$709K Sell
5,303
-1,222
-19% -$153K 0.46% 58
2021
Q3 		$867K Sell
6,525
-37
-0.6% -$4.95K 0.6% 45
2021
Q2 		$920K Buy
6,562
+356
+6% +$48.7K 0.65% 40
2021
Q1 		$791K Buy
6,206
+105
+2% +$12.6K 0.62% 45
2020
Q4 		$734K Buy
+6,101
New +$705K 0.7% 42

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IVC Wealth Advisors's IBM Position: Q3 2026 in Review

IVC Wealth Advisors reduced its IBM (IBM) stake by 12% in Q3 2026, selling an estimated $165K and leaving 5,309 shares worth $1.17M. The position accounts for 0.47% of the portfolio, ranked #39.

IVC Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.81M in Q4 2025. 1,774 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • IVC Wealth Advisors held 5,309 shares of IBM worth $1.17M as of Q3 2026.
  • IVC Wealth Advisors sold 694 IBM shares in Q3 2026, an estimated $165K.
  • IBM made up 0.47% of IVC Wealth Advisors's portfolio in Q3 2026, its #39 holding.
  • IVC Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's IBM position peaked at $1.81M in Q4 2025.
  • 1,774 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.