Rise Advisors
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Rise Advisors’s IBM IBM Stock Holding History

Rise 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 		$352K Sell
1,602
-263
-14% -$62.5K 0.1% 64
2026
Q2 		$524K Buy
1,865
+34
+2% +$8.57K 0.15% 51
2026
Q1 		$445K Sell
1,831
-6
-0.3% -$1.62K 0.16% 51
2025
Q4 		$544K Sell
1,837
-38
-2% -$11.4K 0.19% 46
2025
Q3 		$529K Buy
1,875
+14
+0.8% +$3.66K 0.19% 46
2025
Q2 		$549K Buy
1,861
+29
+2% +$7.47K 0.22% 43
2025
Q1 		$456K Buy
1,832
+90
+5% +$22K 0.2% 44
2024
Q4 		$383K Sell
1,742
-32
-2% -$7.13K 0.18% 56
2024
Q3 		$392K Buy
1,774
+22
+1% +$4.31K 0.19% 55
2024
Q2 		$303K Buy
1,752
+249
+17% +$43.3K 0.16% 64
2024
Q1 		$287K Buy
1,503
+476
+46% +$86.8K 0.15% 66
2023
Q4 		$168K Sell
1,027
-40
-4% -$6.04K 0.12% 76
2023
Q3 		$150K Buy
1,067
+15
+1% +$2.13K 0.12% 74
2023
Q2 		$141K Sell
1,052
-129
-11% -$16.6K 0.11% 83
2023
Q1 		$155K Sell
1,181
-14
-1% -$1.87K 0.12% 78
2022
Q4 		$168K Buy
1,195
+1
+0.1% +$138 0.14% 71
2022
Q3 		$142K Buy
1,194
+406
+52% +$53.3K 0.12% 74
2022
Q2 		$111K Sell
788
-50
-6% -$6.75K 0.11% 86
2022
Q1 		$109K Sell
838
-12
-1% -$1.56K 0.1% 93
2021
Q4 		$114K Buy
+850
New +$107K 0.11% 91

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

Rise Advisors's IBM Position: Q3 2026 in Review

Rise Advisors reduced its IBM (IBM) stake by 14% in Q3 2026, selling an estimated $62.5K and leaving 1,602 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #64.

Rise Advisors first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $549K in Q2 2025. 1,204 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Rise Advisors held 1,602 shares of IBM worth $352K as of Q3 2026.
  • Rise Advisors sold 263 IBM shares in Q3 2026, an estimated $62.5K.
  • IBM made up 0.1% of Rise Advisors's portfolio in Q3 2026, its #64 holding.
  • Rise Advisors first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
  • Rise Advisors's IBM position peaked at $549K in Q2 2025.
  • 1,204 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.