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Key Client Fiduciary Advisors’s IBM IBM Stock Holding History

Key Client Fiduciary 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
Q2 		$2.45M Buy
8,707
+139
+2% +$35K 0.71% 29
2026
Q1 		$2.08M Buy
8,568
+205
+2% +$55.5K 0.71% 30
2025
Q4 		$2.48M Sell
8,363
-1,448
-15% -$434K 0.84% 26
2025
Q3 		$2.77M Sell
9,811
-76
-0.8% -$19.9K 0.92% 23
2025
Q2 		$2.91M Sell
9,887
-16
-0.2% -$4.12K 1.18% 16
2025
Q1 		$2.46M Buy
9,903
+38
+0.4% +$9.29K 1.12% 19
2024
Q4 		$2.17M Buy
9,865
+7
+0.1% +$1.56K 0.96% 21
2024
Q3 		$2.18M Buy
9,858
+122
+1% +$23.9K 0.98% 21
2024
Q2 		$1.68M Sell
9,736
-762
-7% -$132K 0.84% 24
2024
Q1 		$2M Buy
10,498
+269
+3% +$49.1K 1.06% 21
2023
Q4 		$1.67M Sell
10,229
-2,109
-17% -$319K 0.97% 21
2023
Q3 		$1.73M Buy
12,338
+27
+0.2% +$3.84K 1.06% 22
2023
Q2 		$1.65M Buy
12,311
+24
+0.2% +$3.1K 0.96% 26
2023
Q1 		$1.61M Buy
12,287
+436
+4% +$58.3K 1.01% 25
2022
Q4 		$1.67M Buy
11,851
+10,161
+601% +$1.4M 1.13% 23
2022
Q3 		$201K Sell
1,690
-153
-8% -$20.1K 0.18% 101
2022
Q2 		$260K Hold
1,843
– – 0.25% 92
2022
Q1 		$240K Sell
1,843
-193
-9% -$25.2K 0.19% 108
2021
Q4 		$272K Buy
+2,036
New +$255K 0.22% 101

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return