Premier Path Wealth Partners’s IBM IBM Stock Holding History

Premier Path Wealth Partners’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	$1.48M	Sell	6,734 -338	-5%	-$80.3K	0.17%	116
2026 Q2	$1.99M	Buy	7,072 +319	+5%	+$80.4K	0.23%	97
2026 Q1	$1.64M	Buy	6,753 +71	+1%	+$19.2K	0.21%	104
2025 Q4	$1.98M	Buy	6,682 +493	+8%	+$148K	0.26%	86
2025 Q3	$1.75M	Sell	6,189 -7	-0.1%	-$1.83K	0.22%	96
2025 Q2	$1.83M	Buy	6,196 +523	+9%	+$135K	0.25%	90
2025 Q1	$1.41M	Buy	5,673 +118	+2%	+$28.9K	0.22%	110
2024 Q4	$1.22M	Buy	5,555 +51	+0.9%	+$11.4K	0.19%	128
2024 Q3	$1.22M	Buy	5,504 +217	+4%	+$42.5K	0.19%	137
2024 Q2	$914K	Buy	5,287 +127	+2%	+$22.1K	0.16%	153
2024 Q1	$985K	Buy	5,160 +3	+0.1%	+$547	0.19%	142
2023 Q4	$843K	Buy	+5,157	New	+$779K	0.19%	139

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

Premier Path Wealth Partners's IBM Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its IBM (IBM) stake by 4.8% in Q3 2026, selling an estimated $80.3K and leaving 6,734 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #116.

Premier Path Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q2 2026. 740 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Premier Path Wealth Partners held 6,734 shares of IBM worth $1.48M as of Q3 2026.
Premier Path Wealth Partners sold 338 IBM shares in Q3 2026, an estimated $80.3K.
IBM made up 0.17% of Premier Path Wealth Partners's portfolio in Q3 2026, its #116 holding.
Premier Path Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's IBM position peaked at $1.99M in Q2 2026.
740 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.