Smith Thornton Advisors’s IBM IBM Stock Holding History

Smith Thornton 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	$1.28M	Buy	5,826 +16	+0.3%	+$3.8K	0.56%	47
2026 Q2	$1.69M	Buy	5,810 +686	+13%	+$173K	0.74%	37
2026 Q1	$1.24M	Buy	5,124 +446	+10%	+$121K	0.63%	46
2025 Q4	$1.39M	Buy	4,678 +61	+1%	+$18.3K	0.7%	44
2025 Q3	$1.3M	Sell	4,617 -188	-4%	-$49.2K	0.68%	44
2025 Q2	$1.42M	Buy	4,805 +16	+0.3%	+$4.12K	0.81%	38
2025 Q1	$1.19M	Buy	4,789 +232	+5%	+$56.7K	0.74%	43
2024 Q4	$1M	Buy	4,557 +428	+10%	+$95.3K	0.63%	57
2024 Q3	$913K	Buy	4,129 +71	+2%	+$13.9K	0.6%	57
2024 Q2	$702K	Buy	+4,058	New	+$705K	0.52%	59

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Smith Thornton Advisors's IBM Position: Q3 2026 in Review

Smith Thornton Advisors increased its IBM (IBM) stake by 0.28% in Q3 2026, buying an estimated $3.8K and bringing the position to 5,826 shares worth $1.28M. The position accounts for 0.56% of the portfolio, ranked #47.

Smith Thornton Advisors first reported a position in IBM in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.69M in Q2 2026. 1,416 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Smith Thornton Advisors held 5,826 shares of IBM worth $1.28M as of Q3 2026.
Smith Thornton Advisors bought 16 IBM shares in Q3 2026, an estimated $3.8K.
IBM made up 0.56% of Smith Thornton Advisors's portfolio in Q3 2026, its #47 holding.
Smith Thornton Advisors first reported a position in IBM in Q2 2024 and has held it in 10 quarters since.
Smith Thornton Advisors's IBM position peaked at $1.69M in Q2 2026.
1,416 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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