Seven Mile Advisory
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Seven Mile Advisory’s IBM IBM Stock Holding History

Seven Mile Advisory’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 		– Sell
-803
Closed -$226K – 175
2026
Q2 		$226K Sell
803
-366
-31% -$92.2K 0.15% 134
2026
Q1 		$283K Sell
1,169
-2,175
-65% -$589K 0.2% 107
2025
Q4 		$991K Buy
3,344
+234
+8% +$70.1K 0.17% 69
2025
Q3 		$877K Buy
3,110
+1,325
+74% +$347K 0.14% 78
2025
Q2 		$526K Buy
1,785
+104
+6% +$26.8K 0.32% 59
2025
Q1 		$418K Buy
1,681
+114
+7% +$27.9K 0.28% 74
2024
Q4 		$344K Buy
1,567
+649
+71% +$145K 0.22% 91
2024
Q3 		$203K Buy
+918
New +$180K 0.13% 157
2024
Q2 		– Sell
-1,938
Closed -$370K – 163
2024
Q1 		$370K Buy
1,938
+18
+0.9% +$3.28K 0.28% 77
2023
Q4 		$314K Buy
1,920
+92
+5% +$13.9K 0.27% 82
2023
Q3 		$257K Sell
1,828
-14
-0.8% -$1.99K 0.27% 86
2023
Q2 		$247K Buy
+1,842
New +$238K 0.29% 85

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Seven Mile Advisory's IBM Position: Q3 2026 in Review

Seven Mile Advisory sold out of IBM (IBM) in Q3 2026, closing a stake of 803 shares — an estimated $226K sold.

Seven Mile Advisory first reported a position in IBM in Q2 2023 and held it in 12 quarters. The position peaked at $991K in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Seven Mile Advisory reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 803 IBM shares in Q3 2026, an estimated $226K.
  • Seven Mile Advisory first reported a position in IBM in Q2 2023 and held it in 12 quarters.
  • Seven Mile Advisory's IBM position peaked at $991K in Q4 2025.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.