Quantum Financial Partners’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-1,012
Closed -$285K – 159
2026
Q2
$285K Buy
+1,012
New +$255K 0.15% 117

Other funds holding IBM

Quantum Financial Partners's IBM Position: Q3 2026 in Review

Quantum Financial Partners sold out of IBM (IBM) in Q3 2026, closing a stake of 1,012 shares — an estimated $285K sold.

Quantum Financial Partners first reported a position in IBM in Q2 2026 and held it in 1 quarter. The position peaked at $285K in Q2 2026. 1,016 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Quantum Financial Partners reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Quantum Financial Partners sold 1,012 IBM shares in Q3 2026, an estimated $285K.
  • Quantum Financial Partners first reported a position in IBM in Q2 2026 and held it in 1 quarter.
  • Quantum Financial Partners's IBM position peaked at $285K in Q2 2026.
  • 1,016 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.