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Titleist Asset Management’s IBM IBM Stock Holding History

Titleist Asset Management’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 		$659K Sell
2,996
-151
-5% -$35.9K 0.04% 255
2026
Q2 		$885K Buy
3,147
+399
+15% +$101K 0.06% 206
2026
Q1 		$666K Sell
2,748
-1,781
-39% -$482K 0.05% 226
2025
Q4 		$1.34M Buy
4,529
+1,070
+31% +$320K 0.11% 136
2025
Q3 		$976K Sell
3,459
-623
-15% -$163K 0.09% 142
2025
Q2 		$1.2M Buy
4,082
+2,631
+181% +$678K 0.12% 126
2025
Q1 		$361K Buy
1,451
+20
+1% +$4.89K 0.04% 222
2024
Q4 		$315K Buy
1,431
+43
+3% +$9.58K 0.04% 239
2024
Q3 		$307K Sell
1,388
-59
-4% -$11.6K 0.04% 222
2024
Q2 		$250K Buy
1,447
+170
+13% +$29.5K 0.04% 233
2024
Q1 		$244K Buy
+1,277
New +$233K 0.04% 227

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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

Titleist Asset Management's IBM Position: Q3 2026 in Review

Titleist Asset Management reduced its IBM (IBM) stake by 4.8% in Q3 2026, selling an estimated $35.9K and leaving 2,996 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #255.

Titleist Asset Management first reported a position in IBM in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Titleist Asset Management held 2,996 shares of IBM worth $659K as of Q3 2026.
  • Titleist Asset Management sold 151 IBM shares in Q3 2026, an estimated $35.9K.
  • IBM made up 0.04% of Titleist Asset Management's portfolio in Q3 2026, its #255 holding.
  • Titleist Asset Management first reported a position in IBM in Q1 2024 and has held it in 11 quarters since.
  • Titleist Asset Management's IBM position peaked at $1.34M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.