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Private Client Services’s IBM IBM Stock Holding History

Private Client Services’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
-718
Closed -$202K – 244
2026
Q2 		$202K Buy
+718
New +$181K 0.05% 226
2026
Q1 		– Sell
-742
Closed -$220K – 220
2025
Q4 		$220K Sell
742
-14
-2% -$4.19K 0.07% 181
2025
Q3 		$213K Sell
756
-213
-22% -$55.8K 0.07% 186
2025
Q2 		$286K Buy
+969
New +$250K 0.11% 162

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Client Services's IBM Position: Q3 2026 in Review

Private Client Services sold out of IBM (IBM) in Q3 2026, closing a stake of 718 shares — an estimated $202K sold.

Private Client Services first reported a position in IBM in Q2 2025 and held it in 4 quarters. The position peaked at $286K in Q2 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Private Client Services reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 718 IBM shares in Q3 2026, an estimated $202K.
  • Private Client Services first reported a position in IBM in Q2 2025 and held it in 4 quarters.
  • Private Client Services's IBM position peaked at $286K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.