Seamount Financial Group
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Seamount Financial Group’s IBM IBM Stock Holding History

Seamount Financial 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 		$2.08M Sell
9,470
-393
-4% -$93.3K 0.82% 34
2026
Q2 		$2.77M Buy
9,863
+33
+0.3% +$8.31K 1.12% 26
2026
Q1 		$2.38M Buy
9,830
+50
+0.5% +$13.5K 1.07% 29
2025
Q4 		$2.9M Hold
9,780
– – 1.32% 22
2025
Q3 		$2.76M Sell
9,780
-190
-2% -$49.7K 1.3% 24
2025
Q2 		$2.94M Buy
+9,970
New +$2.57M 1.51% 21

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

Seamount Financial Group's IBM Position: Q3 2026 in Review

Seamount Financial Group reduced its IBM (IBM) stake by 4% in Q3 2026, selling an estimated $93.3K and leaving 9,470 shares worth $2.08M. The position accounts for 0.82% of the portfolio, ranked #34.

Seamount Financial Group first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.94M in Q2 2025. 1,204 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Seamount Financial Group held 9,470 shares of IBM worth $2.08M as of Q3 2026.
  • Seamount Financial Group sold 393 IBM shares in Q3 2026, an estimated $93.3K.
  • IBM made up 0.82% of Seamount Financial Group's portfolio in Q3 2026, its #34 holding.
  • Seamount Financial Group first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • Seamount Financial Group's IBM position peaked at $2.94M in Q2 2025.
  • 1,204 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.