Powers Advisory Group
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Powers Advisory Group’s IBM IBM Stock Holding History

Powers Advisory Group’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 		– Sell
-783
Closed -$220K – 130
2026
Q2 		$220K Buy
+783
New +$197K 0.07% 126
2026
Q1 		– Sell
-697
Closed -$206K – 127
2025
Q4 		$206K Sell
697
-18
-3% -$5.39K 0.08% 124
2025
Q3 		$202K Sell
715
-62
-8% -$16.2K 0.08% 121
2025
Q2 		$229K Buy
+777
New +$200K 0.1% 109
2024
Q2 		– Sell
-1,066
Closed -$204K – 98
2024
Q1 		$204K Buy
+1,066
New +$194K 0.12% 94
2022
Q3 		– Sell
-1,440
Closed -$203K – 94
2022
Q2 		$203K Buy
+1,440
New +$194K 0.16% 91
2022
Q1 		– Sell
-1,512
Closed -$202K – 92
2021
Q4 		$202K Buy
+1,512
New +$190K 0.14% 91

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Powers Advisory Group's IBM Position: Q3 2026 in Review

Powers Advisory Group sold out of IBM (IBM) in Q3 2026, closing a stake of 783 shares — an estimated $220K sold.

Powers Advisory Group first reported a position in IBM in Q4 2021 and held it in 7 quarters. The position peaked at $229K in Q2 2025. 1,016 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Powers Advisory Group reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Powers Advisory Group sold 783 IBM shares in Q3 2026, an estimated $220K.
  • Powers Advisory Group first reported a position in IBM in Q4 2021 and held it in 7 quarters.
  • Powers Advisory Group's IBM position peaked at $229K in Q2 2025.
  • 1,016 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.