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MJT & Associates Financial Advisory’s IBM IBM Stock Holding History

MJT & Associates Financial Advisory’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 		$53.2K Buy
242
+9
+4% +$2.14K 0.03% 68
2026
Q2 		$65.5K Hold
233
– – 0.04% 75
2026
Q1 		$56.5K Hold
233
– – 0.04% 76
2025
Q4 		$69K Buy
233
+1
+0.4% +$299 0.05% 74
2025
Q3 		$65.5K Hold
232
– – 0.05% 74
2025
Q2 		$68.4K Sell
232
-36
-13% -$9.28K 0.08% 85
2025
Q1 		$66.6K Buy
+268
New +$65.6K 0.06% 93

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory's IBM Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its IBM (IBM) stake by 3.9% in Q3 2026, buying an estimated $2.14K and bringing the position to 242 shares worth $53.2K. The position accounts for 0.03% of the portfolio, ranked #68.

MJT & Associates Financial Advisory first reported a position in IBM in Q1 2025 and has held it in 7 quarters since. The position peaked at $69K in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • MJT & Associates Financial Advisory held 242 shares of IBM worth $53.2K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 9 IBM shares in Q3 2026, an estimated $2.14K.
  • IBM made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #68 holding.
  • MJT & Associates Financial Advisory first reported a position in IBM in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's IBM position peaked at $69K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.