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Tactive Advisors’s IBM IBM Stock Holding History

Tactive 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 		– Sell
-801
Closed -$225K – 308
2026
Q2 		$225K Sell
801
-98
-11% -$24.7K 0.06% 244
2026
Q1 		$218K Sell
899
-260
-22% -$70.3K 0.06% 235
2025
Q4 		$343K Buy
1,159
+133
+13% +$39.8K 0.1% 181
2025
Q3 		$289K Sell
1,026
-12
-1% -$3.14K 0.08% 202
2025
Q2 		$306K Buy
+1,038
New +$267K 0.1% 170

Other funds holding IBM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Tactive Advisors's IBM Position: Q3 2026 in Review

Tactive Advisors sold out of IBM (IBM) in Q3 2026, closing a stake of 801 shares — an estimated $225K sold.

Tactive Advisors first reported a position in IBM in Q2 2025 and held it in 5 quarters. The position peaked at $343K in Q4 2025. 387 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Tactive Advisors reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Tactive Advisors sold 801 IBM shares in Q3 2026, an estimated $225K.
  • Tactive Advisors first reported a position in IBM in Q2 2025 and held it in 5 quarters.
  • Tactive Advisors's IBM position peaked at $343K in Q4 2025.
  • 387 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.