Teamwork Financial Advisors
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Teamwork Financial Advisors’s IBM IBM Stock Holding History

Teamwork Financial 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
-2,346
Closed -$660K – 203
2026
Q2 		$660K Buy
2,346
+105
+5% +$26.5K 0.06% 112
2026
Q1 		$543K Buy
2,241
+77
+4% +$20.8K 0.06% 130
2025
Q4 		$641K Sell
2,164
-388
-15% -$116K 0.06% 124
2025
Q3 		$720K Sell
2,552
-503
-16% -$132K 0.07% 121
2025
Q2 		$900K Buy
3,055
+5
+0.2% +$1.29K 0.1% 107
2025
Q1 		$759K Sell
3,050
-57
-2% -$13.9K 0.1% 96
2024
Q4 		$683K Sell
3,107
-3,703
-54% -$825K 0.09% 95
2024
Q3 		$1.51M Sell
6,810
-703
-9% -$138K 0.21% 62
2024
Q2 		$1.3M Buy
7,513
+1,306
+21% +$227K 0.19% 67
2024
Q1 		$1.19M Buy
6,207
+32
+0.5% +$5.84K 0.18% 68
2023
Q4 		$1.01M Sell
6,175
-13
-0.2% -$1.96K 0.17% 65
2023
Q3 		$868K Buy
6,188
+198
+3% +$28.2K 0.14% 95
2023
Q2 		$802K Buy
5,990
+109
+2% +$14.1K 0.13% 96
2023
Q1 		$771K Buy
5,881
+1,064
+22% +$142K 0.14% 92
2022
Q4 		$679K Buy
+4,817
New +$664K 0.14% 99
2022
Q1 		– Sell
-2,078
Closed -$278K – 286
2021
Q4 		$278K Buy
+2,078
New +$261K 0.05% 245

Other funds holding IBM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 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

Teamwork Financial Advisors's IBM Position: Q3 2026 in Review

Teamwork Financial Advisors sold out of IBM (IBM) in Q3 2026, closing a stake of 2,346 shares — an estimated $660K sold.

Teamwork Financial Advisors first reported a position in IBM in Q4 2021 and held it in 16 quarters. The position peaked at $1.51M in Q3 2024. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Teamwork Financial Advisors reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 2,346 IBM shares in Q3 2026, an estimated $660K.
  • Teamwork Financial Advisors first reported a position in IBM in Q4 2021 and held it in 16 quarters.
  • Teamwork Financial Advisors's IBM position peaked at $1.51M in Q3 2024.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.