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Tilia Fiduciary Partners’s IBM IBM Stock Holding History

Tilia Fiduciary Partners’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 		$2.06M Buy
9,386
+441
+5% +$105K 0.95% 37
2026
Q2 		$2.52M Buy
8,945
+494
+6% +$124K 1.19% 31
2026
Q1 		$2.05M Buy
8,451
+602
+8% +$163K 1.13% 35
2025
Q4 		$2.32M Buy
7,849
+361
+5% +$108K 1.28% 32
2025
Q3 		$2.11M Buy
7,488
+363
+5% +$95K 1.22% 37
2025
Q2 		$2.1M Buy
7,125
+300
+4% +$77.3K 1.28% 34
2025
Q1 		$1.7M Buy
+6,825
New +$1.67M 1.13% 36
2023
Q3 		– Sell
-36
Closed -$4.83K – 256
2023
Q2 		$4.83K Sell
36
-630
-95% -$81.3K ﹤0.01% 437
2023
Q1 		$87.3K Buy
666
+630
+1,750% +$84.3K 0.08% 153
2022
Q4 		$5.09K Hold
36
– – ﹤0.01% 408
2022
Q3 		$4K Hold
36
– – ﹤0.01% 438
2022
Q2 		$5K Sell
36
-125
-78% -$16.9K ﹤0.01% 434
2022
Q1 		$21K Sell
161
-981
-86% -$128K 0.02% 314
2021
Q4 		$153K Buy
+1,142
New +$143K 0.12% 122

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 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
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Tilia Fiduciary Partners's IBM Position: Q3 2026 in Review

Tilia Fiduciary Partners increased its IBM (IBM) stake by 4.9% in Q3 2026, buying an estimated $105K and bringing the position to 9,386 shares worth $2.06M. The position accounts for 0.95% of the portfolio, ranked #37.

Tilia Fiduciary Partners first reported a position in IBM in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.52M in Q2 2026. 176 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Tilia Fiduciary Partners held 9,386 shares of IBM worth $2.06M as of Q3 2026.
  • Tilia Fiduciary Partners bought 441 IBM shares in Q3 2026, an estimated $105K.
  • IBM made up 0.95% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #37 holding.
  • Tilia Fiduciary Partners first reported a position in IBM in Q4 2021 and has held it in 14 quarters since.
  • Tilia Fiduciary Partners's IBM position peaked at $2.52M in Q2 2026.
  • 176 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.