Persium Advisors’s IBM IBM Stock Holding History

Persium 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	$1.1M	Buy	4,990 +572	+13%	+$136K	0.57%	25
2026 Q2	$1.24M	Buy	4,418 +655	+17%	+$165K	0.81%	15
2026 Q1	$912K	Buy	3,763 +417	+12%	+$113K	0.72%	19
2025 Q4	$991K	Buy	3,346 +97	+3%	+$29K	0.72%	13
2025 Q3	$917K	Buy	3,249 +148	+5%	+$38.7K	0.68%	15
2025 Q2	$914K	Sell	3,101 -59	-2%	-$15.2K	0.76%	13
2025 Q1	$786K	Buy	3,160 +72	+2%	+$17.6K	0.74%	12
2024 Q4	$679K	Buy	+3,088	New	+$688K	0.67%	18

Other funds holding IBM

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Persium Advisors's IBM Position: Q3 2026 in Review

Persium Advisors increased its IBM (IBM) stake by 13% in Q3 2026, buying an estimated $136K and bringing the position to 4,990 shares worth $1.1M. The position accounts for 0.57% of the portfolio, ranked #25.

Persium Advisors first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q2 2026. 740 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Persium Advisors held 4,990 shares of IBM worth $1.1M as of Q3 2026.
Persium Advisors bought 572 IBM shares in Q3 2026, an estimated $136K.
IBM made up 0.57% of Persium Advisors's portfolio in Q3 2026, its #25 holding.
Persium Advisors first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Persium Advisors's IBM position peaked at $1.24M in Q2 2026.
740 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.