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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
Q3 		$542K Hold
2,465
– – 0.08% 100
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Perennial Advisors's IBM Position: Q3 2026 in Review

Perennial Advisors held its IBM (IBM) position steady in Q3 2026 at 2,465 shares worth $542K. The position accounts for 0.08% of the portfolio, ranked #100.

Perennial Advisors first reported a position in IBM in Q4 2016 and has held it in 17 quarters since. The position peaked at $693K in Q2 2026. 420 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Perennial Advisors held 2,465 shares of IBM worth $542K as of Q3 2026.
  • Perennial Advisors left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.08% of Perennial Advisors's portfolio in Q3 2026, its #100 holding.
  • Perennial Advisors first reported a position in IBM in Q4 2016 and has held it in 17 quarters since.
  • Perennial Advisors's IBM position peaked at $693K in Q2 2026.
  • 420 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.