NWF Advisory Services
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NWF Advisory Services’s IBM IBM Stock Holding History

NWF Advisory 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 		$1.21M Buy
5,481
+320
+6% +$76K 0.11% 131
2026
Q2 		$1.45M Buy
5,161
+2,926
+131% +$737K 0.14% 118
2026
Q1 		$542K Sell
2,235
-354
-14% -$95.8K 0.06% 199
2025
Q4 		$767K Sell
2,589
-34
-1% -$10.2K 0.08% 153
2025
Q3 		$740K Sell
2,623
-337
-11% -$88.2K 0.08% 165
2025
Q2 		$872K Sell
2,960
-14
-0.5% -$3.61K 0.1% 142
2025
Q1 		$739K Buy
2,974
+720
+32% +$176K 0.1% 132
2024
Q4 		$495K Buy
2,254
+465
+26% +$104K 0.07% 142
2024
Q3 		$395K Sell
1,789
-74
-4% -$14.5K 0.06% 202
2024
Q2 		$322K Buy
1,863
+236
+15% +$41K 0.05% 211
2024
Q1 		$311K Sell
1,627
-6
-0.4% -$1.1K 0.05% 220
2023
Q4 		$267K Buy
1,633
+75
+5% +$11.3K 0.05% 225
2023
Q3 		$219K Buy
1,558
+39
+3% +$5.55K 0.05% 224
2023
Q2 		$203K Hold
1,519
– – 0.05% 236
2023
Q1 		$203K Buy
+1,519
New +$203K 0.05% 235

Other funds holding IBM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

NWF Advisory Services's IBM Position: Q3 2026 in Review

NWF Advisory Services increased its IBM (IBM) stake by 6.2% in Q3 2026, buying an estimated $76K and bringing the position to 5,481 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #131.

NWF Advisory Services first reported a position in IBM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.45M in Q2 2026. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • NWF Advisory Services held 5,481 shares of IBM worth $1.21M as of Q3 2026.
  • NWF Advisory Services bought 320 IBM shares in Q3 2026, an estimated $76K.
  • IBM made up 0.11% of NWF Advisory Services's portfolio in Q3 2026, its #131 holding.
  • NWF Advisory Services first reported a position in IBM in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's IBM position peaked at $1.45M in Q2 2026.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.