RIA Advisory Group
IBM icon

RIA Advisory Group’s IBM IBM Stock Holding History

RIA Advisory Group’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 		$274K Sell
1,247
-562
-31% -$133K 0.08% 113
2026
Q2 		$509K Sell
1,809
-119
-6% -$30K 0.11% 92
2026
Q1 		$467K Sell
1,928
-604
-24% -$163K 0.11% 90
2025
Q4 		$750K Sell
2,532
-444
-15% -$133K 0.18% 79
2025
Q3 		$840K Sell
2,976
-142
-5% -$37.2K 0.22% 68
2025
Q2 		$919K Sell
3,118
-3,124
-50% -$805K 0.27% 54
2025
Q1 		$1.55M Sell
6,242
-20,470
-77% -$5.01M 0.5% 32
2024
Q4 		$5.87M Buy
26,712
+1,208
+5% +$269K 2% 9
2024
Q3 		$5.64M Buy
+25,504
New +$5M 1.99% 8
2024
Q1 		$552K Buy
+2,893
New +$528K 0.22% 60
2023
Q4 		– Sell
-35,153
Closed -$4.93M – 142
2023
Q3 		$4.93M Buy
35,153
+28,619
+438% +$4.07M 2.21% 7
2023
Q2 		$874K Buy
6,534
+1,606
+33% +$207K 0.38% 39
2023
Q1 		$646K Sell
4,928
-1,456
-23% -$195K 0.3% 51
2022
Q4 		$873K Buy
+6,384
New +$881K 0.51% 29

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

RIA Advisory Group's IBM Position: Q3 2026 in Review

RIA Advisory Group reduced its IBM (IBM) stake by 31% in Q3 2026, selling an estimated $133K and leaving 1,247 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #113.

RIA Advisory Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.87M in Q4 2024. 1,016 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • RIA Advisory Group held 1,247 shares of IBM worth $274K as of Q3 2026.
  • RIA Advisory Group sold 562 IBM shares in Q3 2026, an estimated $133K.
  • IBM made up 0.08% of RIA Advisory Group's portfolio in Q3 2026, its #113 holding.
  • RIA Advisory Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • RIA Advisory Group's IBM position peaked at $5.87M in Q4 2024.
  • 1,016 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.