Shore Point Advisors
IBM icon

Shore Point Advisors’s IBM IBM Stock Holding History

Shore Point 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 		$207K Hold
940
– – 0.07% 82
2026
Q2 		$265K Sell
940
-18
-2% -$4.54K 0.09% 65
2026
Q1 		$232K Buy
958
+18
+2% +$4.87K 0.09% 73
2025
Q4 		$279K Hold
940
– – 0.12% 64
2025
Q3 		$265K Buy
+940
New +$246K 0.12% 65
2022
Q1 		– Sell
-64
Closed -$9K – 104
2021
Q4 		$9K Buy
+64
New +$8.03K 0.01% 129

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Shore Point Advisors's IBM Position: Q3 2026 in Review

Shore Point Advisors held its IBM (IBM) position steady in Q3 2026 at 940 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #82.

Shore Point Advisors first reported a position in IBM in Q4 2021 and has held it in 6 quarters since. The position peaked at $279K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Shore Point Advisors held 940 shares of IBM worth $207K as of Q3 2026.
  • Shore Point Advisors left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.07% of Shore Point Advisors's portfolio in Q3 2026, its #82 holding.
  • Shore Point Advisors first reported a position in IBM in Q4 2021 and has held it in 6 quarters since.
  • Shore Point Advisors's IBM position peaked at $279K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.