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 Q3	$238K	Sell	1,084 -6	-0.6%	-$1.43K	0.04%	138
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

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

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Pettinga Financial Advisors's IBM Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its IBM (IBM) stake by 0.55% in Q3 2026, selling an estimated $1.43K and leaving 1,084 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #138.

Pettinga Financial Advisors first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $311K in Q4 2025. 572 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Pettinga Financial Advisors held 1,084 shares of IBM worth $238K as of Q3 2026.
Pettinga Financial Advisors sold 6 IBM shares in Q3 2026, an estimated $1.43K.
IBM made up 0.04% of Pettinga Financial Advisors's portfolio in Q3 2026, its #138 holding.
Pettinga Financial Advisors first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
Pettinga Financial Advisors's IBM position peaked at $311K in Q4 2025.
572 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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