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Latitude Advisors’s IBM IBM Stock Holding History

Latitude 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 		$259K Sell
1,176
-16
-1% -$3.8K 0.08% 213
2026
Q2 		$335K Buy
1,192
+129
+12% +$32.5K 0.13% 171
2026
Q1 		$258K Sell
1,063
-50
-4% -$13.5K 0.12% 187
2025
Q4 		$330K Sell
1,113
-1
-0.1% -$299 0.15% 152
2025
Q3 		$314K Sell
1,114
-90
-7% -$23.6K 0.14% 145
2025
Q2 		$355K Sell
1,204
-51
-4% -$13.1K 0.18% 123
2025
Q1 		$312K Sell
1,255
-366
-23% -$89.5K 0.18% 134
2024
Q4 		$356K Sell
1,621
-29
-2% -$6.46K 0.2% 109
2024
Q3 		$365K Buy
1,650
+35
+2% +$6.86K 0.21% 114
2024
Q2 		$279K Buy
1,615
+35
+2% +$6.08K 0.17% 126
2024
Q1 		$302K Sell
1,580
-18
-1% -$3.28K 0.19% 117
2023
Q4 		$261K Sell
1,598
-174
-10% -$26.3K 0.18% 130
2023
Q3 		$249K Buy
1,772
+104
+6% +$14.8K 0.18% 131
2023
Q2 		$223K Sell
1,668
-94
-5% -$12.1K 0.16% 141
2023
Q1 		$231K Sell
1,762
-92
-5% -$12.3K 0.17% 142
2022
Q4 		$261K Buy
+1,854
New +$256K 0.2% 123
2022
Q2 		– Sell
-3,339
Closed -$434K – 211
2022
Q1 		$434K Buy
3,339
+1,703
+104% +$222K 0.1% 202
2021
Q4 		$219K Buy
+1,636
New +$205K 0.06% 275

Other funds holding IBM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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

Latitude Advisors's IBM Position: Q3 2026 in Review

Latitude Advisors reduced its IBM (IBM) stake by 1.3% in Q3 2026, selling an estimated $3.8K and leaving 1,176 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #213.

Latitude Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $434K in Q1 2022. 1,818 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Latitude Advisors held 1,176 shares of IBM worth $259K as of Q3 2026.
  • Latitude Advisors sold 16 IBM shares in Q3 2026, an estimated $3.8K.
  • IBM made up 0.08% of Latitude Advisors's portfolio in Q3 2026, its #213 holding.
  • Latitude Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Latitude Advisors's IBM position peaked at $434K in Q1 2022.
  • 1,818 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.