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Nautilus Advisors’s IBM IBM Stock Holding History

Nautilus 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 		$405K Sell
1,840
-179
-9% -$42.5K 0.24% 109
2026
Q2 		$581K Buy
2,019
+291
+17% +$73.3K 0.34% 88
2026
Q1 		$419K Sell
1,728
-43
-2% -$11.6K 0.29% 95
2025
Q4 		$525K Sell
1,771
-233
-12% -$69.8K 0.34% 82
2025
Q3 		$565K Sell
2,004
-198
-9% -$51.8K 0.38% 76
2025
Q2 		$649K Sell
2,202
-17
-0.8% -$4.38K 0.48% 61
2025
Q1 		$552K Sell
2,219
-63
-3% -$15.4K 0.46% 69
2024
Q4 		$502K Buy
+2,282
New +$508K 0.4% 72

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

Nautilus Advisors's IBM Position: Q3 2026 in Review

Nautilus Advisors reduced its IBM (IBM) stake by 8.9% in Q3 2026, selling an estimated $42.5K and leaving 1,840 shares worth $405K. The position accounts for 0.24% of the portfolio, ranked #109.

Nautilus Advisors first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $649K in Q2 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Nautilus Advisors held 1,840 shares of IBM worth $405K as of Q3 2026.
  • Nautilus Advisors sold 179 IBM shares in Q3 2026, an estimated $42.5K.
  • IBM made up 0.24% of Nautilus Advisors's portfolio in Q3 2026, its #109 holding.
  • Nautilus Advisors first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Nautilus Advisors's IBM position peaked at $649K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.