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Stolper & Co’s IBM IBM Stock Holding History

Stolper & Co’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 		$3.6M Buy
16,366
+118
+0.7% +$28K 0.93% 33
2026
Q2 		$4.57M Buy
16,248
+3,648
+29% +$919K 1.18% 29
2026
Q1 		$10.7M Sell
12,600
-3,472
-22% -$939K 3.02% 7
2025
Q4 		$4.76M Sell
16,072
-53
-0.3% -$15.9K 1.4% 26
2025
Q3 		$4.55M Buy
16,125
+118
+0.7% +$30.9K 1.38% 27
2025
Q2 		$4.72M Sell
16,007
-871
-5% -$224K 1.55% 26
2025
Q1 		$4.2M Sell
16,878
-80
-0.5% -$19.6K 1.38% 28
2024
Q4 		$3.73M Sell
16,958
-18
-0.1% -$4.01K 1.24% 29
2024
Q3 		$3.75M Buy
16,976
+25
+0.1% +$4.9K 1.23% 29
2024
Q2 		$2.93M Sell
16,951
-181
-1% -$31.4K 1.03% 30
2024
Q1 		$3.27M Sell
17,132
-168
-1% -$30.6K 1.18% 30
2023
Q4 		$2.83M Sell
17,300
-331
-2% -$50K 1.14% 29
2023
Q3 		$2.47M Sell
17,631
-17
-0.1% -$2.42K 1.07% 31
2023
Q2 		$2.36M Buy
17,648
+65
+0.4% +$8.39K 0.99% 31
2023
Q1 		$2.3M Sell
17,583
-24,165
-58% -$3.23M 0.99% 32
2022
Q4 		$5.88M Sell
41,748
-34
-0.1% -$4.69K 2.58% 9
2022
Q3 		$4.96M Buy
41,782
+1,645
+4% +$216K 2.45% 10
2022
Q2 		$5.67M Buy
40,137
+879
+2% +$119K 2.66% 10
2022
Q1 		$5.1M Buy
39,258
+1,666
+4% +$217K 2.16% 17
2021
Q4 		$5.02M Sell
37,592
-1,936
-5% -$243K 2.24% 17
2021
Q3 		$5.25M Buy
39,528
+371
+0.9% +$49.6K 2.51% 11
2021
Q2 		$5.49M Buy
39,157
+613
+2% +$83.8K 2.59% 11
2021
Q1 		$4.91M Buy
38,544
+2,669
+7% +$319K 2.53% 12
2020
Q4 		$4.32M Buy
35,875
+3,567
+11% +$412K 2.42% 13
2020
Q3 		$3.76M Sell
32,308
-1,467
-4% -$173K 2.43% 12
2020
Q2 		$3.9M Sell
33,775
-1,416
-4% -$164K 2.55% 9
2020
Q1 		$3.73M Buy
+35,191
New +$4.45M 2.68% 8

Other funds holding IBM

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Stolper & Co's IBM Position: Q3 2026 in Review

Stolper & Co increased its IBM (IBM) stake by 0.73% in Q3 2026, buying an estimated $28K and bringing the position to 16,366 shares worth $3.6M. The position accounts for 0.93% of the portfolio, ranked #33.

Stolper & Co first reported a position in IBM in Q1 2020 and has held it in 27 quarters since. The position peaked at $10.7M in Q1 2026. 711 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Stolper & Co held 16,366 shares of IBM worth $3.6M as of Q3 2026.
  • Stolper & Co bought 118 IBM shares in Q3 2026, an estimated $28K.
  • IBM made up 0.93% of Stolper & Co's portfolio in Q3 2026, its #33 holding.
  • Stolper & Co first reported a position in IBM in Q1 2020 and has held it in 27 quarters since.
  • Stolper & Co's IBM position peaked at $10.7M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.