Register Financial Advisors
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Register Financial Advisors’s IBM IBM Stock Holding History

Register Financial Advisors’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 		$2.04M Buy
9,265
+112
+1% +$26.6K 0.64% 43
2026
Q2 		$2.57M Buy
9,153
+2,252
+33% +$567K 0.79% 34
2026
Q1 		$1.67M Sell
6,901
-136
-2% -$36.8K 0.62% 53
2025
Q4 		$2.08M Buy
7,037
+63
+0.9% +$18.9K 0.81% 34
2025
Q3 		$1.97M Buy
6,974
+2
+0% +$524 0.77% 37
2025
Q2 		$2.06M Buy
6,972
+734
+12% +$189K 0.9% 32
2025
Q1 		$1.55M Buy
6,238
+2
+0% +$489 0.81% 34
2024
Q4 		$1.37M Sell
6,236
-48
-0.8% -$10.7K 0.69% 43
2024
Q3 		$1.39M Buy
6,284
+2
+0% +$392 0.71% 39
2024
Q2 		$1.09M Buy
6,282
+781
+14% +$136K 0.55% 46
2024
Q1 		$1.05M Buy
5,501
+610
+12% +$111K 0.55% 48
2023
Q4 		$800K Sell
4,891
-325
-6% -$49.1K 0.54% 54
2023
Q3 		$732K Sell
5,216
-193
-4% -$27.5K 0.54% 52
2023
Q2 		$724K Sell
5,409
-322
-6% -$41.6K 0.52% 53
2023
Q1 		$751K Buy
5,731
+2,513
+78% +$336K 0.59% 42
2022
Q4 		$453K Buy
+3,218
New +$444K 0.29% 85

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Register Financial Advisors's IBM Position: Q3 2026 in Review

Register Financial Advisors increased its IBM (IBM) stake by 1.2% in Q3 2026, buying an estimated $26.6K and bringing the position to 9,265 shares worth $2.04M. The position accounts for 0.64% of the portfolio, ranked #43.

Register Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.57M in Q2 2026. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Register Financial Advisors held 9,265 shares of IBM worth $2.04M as of Q3 2026.
  • Register Financial Advisors bought 112 IBM shares in Q3 2026, an estimated $26.6K.
  • IBM made up 0.64% of Register Financial Advisors's portfolio in Q3 2026, its #43 holding.
  • Register Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • Register Financial Advisors's IBM position peaked at $2.57M in Q2 2026.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.