Towercrest Capital Management
IBM icon

Towercrest Capital Management’s IBM IBM Stock Holding History

Towercrest Capital 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 		$470K Sell
2,137
-50
-2% -$11.9K 0.07% 70
2026
Q2 		$615K Buy
2,187
+1
+0% +$252 0.09% 64
2026
Q1 		$530K Buy
2,186
+50
+2% +$13.5K 0.08% 70
2025
Q4 		$633K Hold
2,136
– – 0.1% 64
2025
Q3 		$603K Buy
2,136
+50
+2% +$13.1K 0.1% 67
2025
Q2 		$615K Sell
2,086
-1
-0% -$258 0.11% 59
2025
Q1 		$519K Sell
2,087
-500
-19% -$122K 0.1% 62
2024
Q4 		$569K Hold
2,587
– – 0.09% 64
2024
Q3 		$572K Buy
2,587
+1
+0% +$196 0.09% 66
2024
Q2 		$447K Hold
2,586
– – 0.07% 77
2024
Q1 		$494K Buy
2,586
+672
+35% +$123K 0.08% 74
2023
Q4 		$313K Buy
1,914
+9
+0.5% +$1.36K 0.06% 85
2023
Q3 		$267K Sell
1,905
-12
-0.6% -$1.71K 0.05% 89
2023
Q2 		$256K Buy
+1,917
New +$247K 0.05% 95
2023
Q1 		– Sell
-1,466
Closed -$207K – 95
2022
Q4 		$207K Buy
+1,466
New +$202K 0.05% 91
2022
Q3 		– Sell
-1,470
Closed -$208K – 90
2022
Q2 		$208K Buy
+1,470
New +$198K 0.05% 91
2021
Q3 		– Sell
-1,498
Closed -$210K – 95
2021
Q2 		$210K Buy
+1,498
New +$205K 0.04% 88
2019
Q4 		– Sell
-1,492
Closed -$207K – 81
2019
Q3 		$207K Sell
1,492
-87
-6% -$11.7K 0.06% 70
2019
Q2 		$208K Sell
1,579
-51
-3% -$6.7K 0.06% 72
2019
Q1 		$219K Buy
+1,630
New +$208K 0.06% 65
2018
Q3 		– Sell
-1,541
Closed -$206K – 75
2018
Q2 		$206K Buy
+1,541
New +$215K 0.06% 76

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

Towercrest Capital Management's IBM Position: Q3 2026 in Review

Towercrest Capital Management reduced its IBM (IBM) stake by 2.3% in Q3 2026, selling an estimated $11.9K and leaving 2,137 shares worth $470K. The position accounts for 0.07% of the portfolio, ranked #70.

Towercrest Capital Management first reported a position in IBM in Q2 2018 and has held it in 21 quarters since. The position peaked at $633K in Q4 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Towercrest Capital Management held 2,137 shares of IBM worth $470K as of Q3 2026.
  • Towercrest Capital Management sold 50 IBM shares in Q3 2026, an estimated $11.9K.
  • IBM made up 0.07% of Towercrest Capital Management's portfolio in Q3 2026, its #70 holding.
  • Towercrest Capital Management first reported a position in IBM in Q2 2018 and has held it in 21 quarters since.
  • Towercrest Capital Management's IBM position peaked at $633K in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.