KFA Private Wealth Group’s IBM IBM Stock Holding History

KFA Private Wealth Group’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	$541K	Sell	2,461 -12	-0.5%	-$2.85K	0.13%	76
2026 Q2	$696K	Sell	2,473 -1,393	-36%	-$351K	0.17%	62
2026 Q1	$937K	Buy	3,866 +101	+3%	+$27.3K	0.22%	54
2025 Q4	$1.12M	Buy	3,765 +32	+0.9%	+$9.6K	0.27%	45
2025 Q3	$1.05M	Sell	3,733 -98	-3%	-$25.7K	0.3%	45
2025 Q2	$1.13M	Buy	3,831 +7	+0.2%	+$1.8K	0.35%	40
2025 Q1	$951K	Buy	3,824 +1,321	+53%	+$323K	0.33%	38
2024 Q4	$550K	Buy	2,503 +486	+24%	+$108K	0.23%	41
2024 Q3	$446K	Sell	2,017 -24	-1%	-$4.71K	0.21%	45
2024 Q2	$353K	Buy	2,041 +303	+17%	+$52.6K	0.18%	57
2024 Q1	$332K	Sell	1,738 -3	-0.2%	-$547	0.1%	80
2023 Q4	$285K	Buy	+1,741	New	+$263K	0.1%	72

Other funds holding IBM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

KFA Private Wealth Group's IBM Position: Q3 2026 in Review

KFA Private Wealth Group reduced its IBM (IBM) stake by 0.49% in Q3 2026, selling an estimated $2.85K and leaving 2,461 shares worth $541K. The position accounts for 0.13% of the portfolio, ranked #76.

KFA Private Wealth Group first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q2 2025. 757 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

KFA Private Wealth Group held 2,461 shares of IBM worth $541K as of Q3 2026.
KFA Private Wealth Group sold 12 IBM shares in Q3 2026, an estimated $2.85K.
IBM made up 0.13% of KFA Private Wealth Group's portfolio in Q3 2026, its #76 holding.
KFA Private Wealth Group first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
KFA Private Wealth Group's IBM position peaked at $1.13M in Q2 2025.
757 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.