Kestra Advisory Services
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Kestra Advisory Services’s IBM IBM Stock Holding History

Kestra Advisory Services’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 		$52.1M Buy
236,758
+15,867
+7% +$3.77M 0.15% 134
2026
Q2 		$62.1M Sell
220,891
-17,558
-7% -$4.42M 0.2% 98
2026
Q1 		$57.8M Buy
238,449
+50,896
+27% +$13.8M 0.22% 85
2025
Q4 		$55.6M Buy
187,553
+5,659
+3% +$1.69M 0.23% 73
2025
Q3 		$51.3M Sell
181,894
-17,644
-9% -$4.62M 0.23% 78
2025
Q2 		$58.8M Buy
199,538
+29,399
+17% +$7.57M 0.29% 60
2025
Q1 		$42.3M Sell
170,139
-20,747
-11% -$5.07M 0.2% 74
2024
Q4 		$42M Buy
190,886
+13,638
+8% +$3.04M 0.23% 84
2024
Q3 		$39.2M Sell
177,248
-19,351
-10% -$3.79M 0.22% 89
2024
Q2 		$30.2M Buy
196,599
+22,310
+13% +$3.88M 0.17% 127
2024
Q1 		$33.3M Buy
174,289
+33,568
+24% +$6.12M 0.22% 85
2023
Q4 		$23M Buy
140,721
+11,541
+9% +$1.74M 0.19% 106
2023
Q3 		$18.1M Sell
129,180
-10,289
-7% -$1.46M 0.18% 118
2023
Q2 		$18.7M Buy
139,469
+12,378
+10% +$1.6M 0.19% 115
2023
Q1 		$16.7M Sell
127,091
-24,151
-16% -$3.23M 0.18% 122
2022
Q4 		$21.3M Buy
151,242
+3,945
+3% +$544K 0.19% 120
2022
Q3 		$17.5M Buy
147,297
+7,224
+5% +$948K 0.19% 128
2022
Q2 		$19.8M Buy
140,073
+19,493
+16% +$2.63M 0.2% 107
2022
Q1 		$15.7M Buy
120,580
+2,700
+2% +$352K 0.16% 135
2021
Q4 		$15.8M Buy
117,880
+8,676
+8% +$1.09M 0.16% 146
2021
Q3 		$14.5M Sell
109,204
-7,945
-7% -$1.06M 0.15% 162
2021
Q2 		$16.4M Buy
117,149
+7,064
+6% +$966K 0.19% 130
2021
Q1 		$14M Sell
110,085
-6,382
-5% -$764K 0.18% 139
2020
Q4 		$13.8M Buy
116,467
+33,677
+41% +$3.89M 0.16% 148
2020
Q3 		$9.7M Buy
+82,790
New +$9.7M 0.18% 146

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services's IBM Position: Q3 2026 in Review

Kestra Advisory Services increased its IBM (IBM) stake by 7.2% in Q3 2026, buying an estimated $3.77M and bringing the position to 236,758 shares worth $52.1M. The position accounts for 0.15% of the portfolio, ranked #134.

Kestra Advisory Services first reported a position in IBM in Q3 2020 and has held it in 25 quarters since. The position peaked at $62.1M in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Kestra Advisory Services held 236,758 shares of IBM worth $52.1M as of Q3 2026.
  • Kestra Advisory Services bought 15,867 IBM shares in Q3 2026, an estimated $3.77M.
  • IBM made up 0.15% of Kestra Advisory Services's portfolio in Q3 2026, its #134 holding.
  • Kestra Advisory Services first reported a position in IBM in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's IBM position peaked at $62.1M in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.