FAI Advisors, Inc.’s IBM IBM Stock Holding History

FAI Advisors, Inc.’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	$360K	Sell	1,638 -169	-9%	-$40.1K	0.14%	105
2026 Q2	$508K	Sell	1,807 -52	-3%	-$13.1K	0.2%	91
2026 Q1	$451K	Sell	1,859 -193	-9%	-$52.2K	0.2%	96
2025 Q4	$608K	Buy	2,052 +219	+12%	+$65.6K	0.27%	69
2025 Q3	$517K	Buy	1,833 +405	+28%	+$106K	0.23%	78
2025 Q2	$421K	Sell	1,428 -126	-8%	-$32.5K	0.21%	85
2025 Q1	$386K	Buy	1,554 +35	+2%	+$8.56K	0.21%	86
2024 Q4	$334K	Buy	+1,519	New	+$338K	0.15%	106

Other funds holding IBM

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

FAI Advisors, Inc.'s IBM Position: Q3 2026 in Review

FAI Advisors, Inc. reduced its IBM (IBM) stake by 9.4% in Q3 2026, selling an estimated $40.1K and leaving 1,638 shares worth $360K. The position accounts for 0.14% of the portfolio, ranked #105.

FAI Advisors, Inc. first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $608K in Q4 2025. 1,290 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

FAI Advisors, Inc. held 1,638 shares of IBM worth $360K as of Q3 2026.
FAI Advisors, Inc. sold 169 IBM shares in Q3 2026, an estimated $40.1K.
IBM made up 0.14% of FAI Advisors, Inc.'s portfolio in Q3 2026, its #105 holding.
FAI Advisors, Inc. first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
FAI Advisors, Inc.'s IBM position peaked at $608K in Q4 2025.
1,290 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.