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Perennial Advisors’s IBM IBM Stock Holding History

Perennial 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
Q2 		$693K Buy
2,465
+1,040
+73% +$262K 0.11% 88
2026
Q1 		$345K Hold
1,425
– – 0.06% 98
2025
Q4 		$422K Sell
1,425
-30
-2% -$8.98K 0.07% 91
2025
Q3 		$411K Buy
+1,455
New +$381K 0.07% 92
2021
Q3 		– Sell
-547
Closed -$77K – 156
2021
Q2 		$77K Buy
547
+7
+1% +$957 0.02% 125
2021
Q1 		$69K Buy
540
+110
+26% +$13.2K 0.02% 129
2020
Q4 		$52K Buy
+430
New +$49.7K 0.02% 137
2020
Q2 		– Sell
-2,112
Closed -$224K – 228
2020
Q1 		$224K Buy
+2,112
New +$267K 0.12% 78
2018
Q4 		– Sell
-183
Closed -$26K – 218
2018
Q3 		$26K Hold
183
– – 0.02% 131
2018
Q2 		$24K Hold
183
– – 0.01% 135
2018
Q1 		$27K Hold
183
– – 0.02% 123
2017
Q4 		$27K Hold
183
– – 0.02% 132
2017
Q3 		$25K Hold
183
– – 0.02% 121
2017
Q2 		$27K Hold
183
– – 0.02% 120
2017
Q1 		$30K Hold
183
– – 0.02% 108
2016
Q4 		$29K Buy
+183
New +$27.9K 0.02% 108

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return