MFA Wealth Services’s IBM IBM Stock Holding History

MFA Wealth 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	$611K	Sell	2,780 -9	-0.3%	-$2.14K	0.36%	71
2026 Q2	$784K	Buy	2,789 +455	+19%	+$115K	0.47%	59
2026 Q1	$566K	Buy	2,334 +203	+10%	+$54.9K	0.37%	74
2025 Q4	$631K	Sell	2,131 -407	-16%	-$122K	0.43%	66
2025 Q3	$716K	Buy	2,538 +42	+2%	+$11K	0.49%	57
2025 Q2	$736K	Buy	2,496 +31	+1%	+$7.99K	0.55%	47
2025 Q1	$613K	Buy	2,465 +57	+2%	+$13.9K	0.5%	51
2024 Q4	$529K	Buy	+2,408	New	+$536K	0.42%	62

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

MFA Wealth Services's IBM Position: Q3 2026 in Review

MFA Wealth Services reduced its IBM (IBM) stake by 0.32% in Q3 2026, selling an estimated $2.14K and leaving 2,780 shares worth $611K. The position accounts for 0.36% of the portfolio, ranked #71.

MFA Wealth Services first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $784K in Q2 2026. 955 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

MFA Wealth Services held 2,780 shares of IBM worth $611K as of Q3 2026.
MFA Wealth Services sold 9 IBM shares in Q3 2026, an estimated $2.14K.
IBM made up 0.36% of MFA Wealth Services's portfolio in Q3 2026, its #71 holding.
MFA Wealth Services first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's IBM position peaked at $784K in Q2 2026.
955 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.