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Pettinga Financial Advisors’s IBM IBM Stock Holding History

Pettinga Financial 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 		$307K Buy
1,090
+38
+4% +$9.57K 0.05% 118
2026
Q1 		$255K Buy
1,052
+3
+0.3% +$812 0.05% 130
2025
Q4 		$311K Buy
1,049
+36
+4% +$10.8K 0.06% 112
2025
Q3 		$286K Buy
1,013
+3
+0.3% +$785 0.06% 110
2025
Q2 		$298K Buy
1,010
+3
+0.3% +$773 0.07% 109
2025
Q1 		$251K Buy
1,007
+2
+0.2% +$489 0.06% 112
2024
Q4 		$221K Buy
1,005
+4
+0.4% +$891 0.05% 118
2024
Q3 		$221K Buy
+1,001
New +$196K 0.05% 111

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