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

Optivise 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 		$203K Buy
925
+22
+2% +$5.22K 0.1% 222
2026
Q2 		$254K Buy
+903
New +$228K 0.13% 176
2026
Q1 		– Sell
-876
Closed -$260K – 202
2025
Q4 		$260K Buy
+876
New +$262K 0.15% 153

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Optivise Advisory Services increased its IBM (IBM) stake by 2.4% in Q3 2026, buying an estimated $5.22K and bringing the position to 925 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #222.

Optivise Advisory Services first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $260K in Q4 2025. 1,774 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Optivise Advisory Services held 925 shares of IBM worth $203K as of Q3 2026.
  • Optivise Advisory Services bought 22 IBM shares in Q3 2026, an estimated $5.22K.
  • IBM made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #222 holding.
  • Optivise Advisory Services first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Optivise Advisory Services's IBM position peaked at $260K in Q4 2025.
  • 1,774 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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