North Point Portfolio Managers’s IBM IBM Stock Holding History

North Point Portfolio Managers’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	$305K	Buy	1,386 +120	+9%	+$28.5K	0.05%	62
2026 Q2	$356K	Hold	1,266	–	–	0.06%	59
2026 Q1	$307K	Hold	1,266	–	–	0.05%	61
2025 Q4	$375K	Hold	1,266	–	–	0.06%	54
2025 Q3	$357K	Sell	1,266 -50	-4%	-$13.1K	0.06%	56
2025 Q2	$388K	Hold	1,316	–	–	0.07%	56
2025 Q1	$327K	Hold	1,316	–	–	0.06%	60
2024 Q4	$289K	Hold	1,316	–	–	0.05%	56
2024 Q3	$291K	Hold	1,316	–	–	0.05%	72
2024 Q2	$228K	Buy	1,316 +96	+8%	+$16.7K	0.04%	60
2024 Q1	$233K	Buy	+1,220	New	+$223K	0.04%	54
2018 Q4	–	Sell	-1,652	Closed	-$239K	–	77
2018 Q3	$239K	Sell	1,652 -6	-0.4%	-$838	0.04%	64
2018 Q2	$221K	Hold	1,658	–	–	0.04%	69
2018 Q1	$243K	Hold	1,658	–	–	0.04%	64
2017 Q4	$243K	Hold	1,658	–	–	0.04%	68
2017 Q3	$230K	Hold	1,658	–	–	0.04%	77
2017 Q2	$244K	Hold	1,658	–	–	0.04%	68
2017 Q1	$276K	Hold	1,658	–	–	0.05%	59
2016 Q4	$263K	Sell	1,658 -16	-1%	-$2.44K	0.05%	60
2016 Q3	$254K	Hold	1,674	–	–	0.05%	64
2016 Q2	$243K	Hold	1,674	–	–	0.05%	62
2016 Q1	$242K	Hold	1,674	–	–	0.05%	64
2015 Q4	$220K	Hold	1,674	–	–	0.04%	70
2015 Q3	$232K	Hold	1,674	–	–	0.05%	62
2015 Q2	$260K	Hold	1,674	–	–	0.05%	55
2015 Q1	$257K	Sell	1,674 -26	-2%	-$3.94K	0.05%	57
2014 Q4	$261K	Hold	1,700	–	–	0.05%	59
2014 Q3	$308K	Hold	1,700	–	–	0.06%	51
2014 Q2	$295K	Sell	1,700 -26	-2%	-$4.68K	0.06%	56
2014 Q1	$318K	Sell	1,726 -26	-1%	-$4.58K	0.07%	49
2013 Q4	$314K	Hold	1,752	–	–	0.07%	47
2013 Q3	$310K	Hold	1,752	–	–	0.07%	64
2013 Q2	$320K	Buy	+1,752	New	+$341K	0.08%	58

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

North Point Portfolio Managers's IBM Position: Q3 2026 in Review

North Point Portfolio Managers increased its IBM (IBM) stake by 9.5% in Q3 2026, buying an estimated $28.5K and bringing the position to 1,386 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #62.

North Point Portfolio Managers first reported a position in IBM in Q2 2013 and has held it in 33 quarters since. The position peaked at $388K in Q2 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

North Point Portfolio Managers held 1,386 shares of IBM worth $305K as of Q3 2026.
North Point Portfolio Managers bought 120 IBM shares in Q3 2026, an estimated $28.5K.
IBM made up 0.05% of North Point Portfolio Managers's portfolio in Q3 2026, its #62 holding.
North Point Portfolio Managers first reported a position in IBM in Q2 2013 and has held it in 33 quarters since.
North Point Portfolio Managers's IBM position peaked at $388K in Q2 2025.
1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.