Outfitter Financial’s IBM IBM Stock Holding History

Outfitter Financial’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	$517K	Hold	2,350	–	–	0.38%	68
2026 Q2	$661K	Buy	2,350 +130	+6%	+$32.8K	0.46%	59
2026 Q1	$538K	Sell	2,220 -32	-1%	-$8.66K	0.42%	65
2025 Q4	$667K	Hold	2,252	–	–	0.52%	61
2025 Q3	$635K	Sell	2,252 -165	-7%	-$43.2K	0.51%	63
2025 Q2	$712K	Sell	2,417 -805	-25%	-$207K	0.61%	58
2025 Q1	$801K	Hold	3,222	–	–	0.72%	49
2024 Q4	$708K	Sell	3,222 -50	-2%	-$11.1K	0.57%	57
2024 Q3	$723K	Sell	3,272 -70	-2%	-$13.7K	0.6%	54
2024 Q2	$578K	Buy	3,342 +50	+2%	+$8.69K	0.48%	64
2024 Q1	$629K	Buy	+3,292	New	+$601K	0.52%	63
2022 Q1	–	Sell	-274	Closed	-$37K	–	147
2021 Q4	$37K	Sell	274 -3,046	-92%	-$382K	0.03%	123
2021 Q3	$441K	Sell	3,320 -226	-6%	-$30.2K	0.35%	78
2021 Q2	$497K	Sell	3,546 -141	-4%	-$19.3K	0.38%	78
2021 Q1	$470K	Sell	3,687 -2,207	-37%	-$264K	0.39%	78
2020 Q4	$709K	Buy	+5,894	New	+$681K	0.68%	57

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

Outfitter Financial's IBM Position: Q3 2026 in Review

Outfitter Financial held its IBM (IBM) position steady in Q3 2026 at 2,350 shares worth $517K. The position accounts for 0.38% of the portfolio, ranked #68.

Outfitter Financial first reported a position in IBM in Q4 2020 and has held it in 16 quarters since. The position peaked at $801K in Q1 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Outfitter Financial held 2,350 shares of IBM worth $517K as of Q3 2026.
Outfitter Financial left its IBM share count unchanged in Q3 2026.
IBM made up 0.38% of Outfitter Financial's portfolio in Q3 2026, its #68 holding.
Outfitter Financial first reported a position in IBM in Q4 2020 and has held it in 16 quarters since.
Outfitter Financial's IBM position peaked at $801K in Q1 2025.
1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Outfitter Financial's 13F filing for Q3 2026, filed 23 Oct 2026.