Townsend Asset Management
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Townsend Asset Management’s IBM IBM Stock Holding History

Townsend 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 		$363K Sell
1,648
-749
-31% -$178K 0.12% 102
2026
Q2 		$674K Buy
2,397
+158
+7% +$39.8K 0.22% 81
2026
Q1 		$543K Sell
2,239
-38
-2% -$10.3K 0.2% 83
2025
Q4 		$674K Buy
2,277
+2
+0.1% +$599 0.24% 73
2025
Q3 		$642K Buy
+2,275
New +$595K 0.23% 70
2025
Q2 		– Sell
-1,341
Closed -$333K – 183
2025
Q1 		$333K Sell
1,341
-133
-9% -$32.5K 0.13% 98
2024
Q4 		$324K Buy
1,474
+61
+4% +$13.6K 0.12% 105
2024
Q3 		$312K Buy
1,413
+3
+0.2% +$588 0.12% 108
2024
Q2 		$244K Buy
1,410
+4
+0.3% +$695 0.09% 119
2024
Q1 		$268K Sell
1,406
-81
-5% -$14.8K 0.11% 114
2023
Q4 		$243K Sell
1,487
-41
-3% -$6.2K 0.11% 110
2023
Q3 		$214K Buy
1,528
+6
+0.4% +$854 0.11% 115
2023
Q2 		$204K Sell
1,522
-231
-13% -$29.8K 0.1% 127
2023
Q1 		$230K Buy
1,753
+6
+0.3% +$803 0.12% 123
2022
Q4 		$246K Buy
+1,747
New +$241K 0.12% 124
2022
Q3 		– Sell
-1,600
Closed -$226K – 199
2022
Q2 		$226K Buy
1,600
+7
+0.4% +$945 0.12% 133
2022
Q1 		$207K Buy
1,593
+7
+0.4% +$913 0.1% 141
2021
Q4 		$212K Sell
1,586
-397
-20% -$49.8K 0.1% 142
2021
Q3 		$263K Buy
1,983
+7
+0.4% +$936 0.14% 120
2021
Q2 		$277K Sell
1,976
-73
-4% -$10K 0.15% 120
2021
Q1 		$261K Buy
2,049
+86
+4% +$10.3K 0.16% 115
2020
Q4 		$236K Buy
1,963
+6
+0.3% +$693 0.16% 119
2020
Q3 		$228K Buy
+1,957
New +$230K 0.19% 117
2020
Q1 		– Sell
-2,333
Closed -$299K – 186
2019
Q4 		$299K Buy
+2,333
New +$303K 0.24% 101

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Townsend Asset Management reduced its IBM (IBM) stake by 31% in Q3 2026, selling an estimated $178K and leaving 1,648 shares worth $363K. The position accounts for 0.12% of the portfolio, ranked #102.

Townsend Asset Management first reported a position in IBM in Q4 2019 and has held it in 24 quarters since. The position peaked at $674K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Townsend Asset Management held 1,648 shares of IBM worth $363K as of Q3 2026.
  • Townsend Asset Management sold 749 IBM shares in Q3 2026, an estimated $178K.
  • IBM made up 0.12% of Townsend Asset Management's portfolio in Q3 2026, its #102 holding.
  • Townsend Asset Management first reported a position in IBM in Q4 2019 and has held it in 24 quarters since.
  • Townsend Asset Management's IBM position peaked at $674K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Townsend Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.