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Traphagen Investment Advisors’s IBM IBM Stock Holding History

Traphagen Investment 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 		$825K Buy
3,752
+143
+4% +$34K 0.06% 97
2026
Q2 		$1.01M Buy
3,609
+13
+0.4% +$3.27K 0.07% 87
2026
Q1 		$872K Sell
3,596
-153
-4% -$41.4K 0.07% 84
2025
Q4 		$1.11M Sell
3,749
-170
-4% -$50.9K 0.09% 70
2025
Q3 		$1.11M Buy
3,919
+337
+9% +$88.2K 0.1% 67
2025
Q2 		$1.06M Sell
3,582
-3
-0.1% -$773 0.1% 69
2025
Q1 		$891K Sell
3,585
-593
-14% -$145K 0.09% 78
2024
Q4 		$919K Buy
4,178
+1,002
+32% +$223K 0.09% 75
2024
Q3 		$702K Sell
3,176
-153
-5% -$30K 0.07% 88
2024
Q2 		$576K Buy
3,329
+133
+4% +$23.1K 0.06% 94
2024
Q1 		$610K Buy
3,196
+38
+1% +$6.93K 0.07% 88
2023
Q4 		$516K Sell
3,158
-108
-3% -$16.3K 0.06% 97
2023
Q3 		$458K Buy
3,266
+1
+0% +$142 0.06% 89
2023
Q2 		$437K Sell
3,265
-106
-3% -$13.7K 0.06% 97
2023
Q1 		$442K Buy
3,371
+258
+8% +$34.5K 0.07% 95
2022
Q4 		$439K Buy
3,113
+21
+0.7% +$2.9K 0.07% 86
2022
Q3 		$367K Sell
3,092
-228
-7% -$29.9K 0.07% 85
2022
Q2 		$469K Buy
3,320
+38
+1% +$5.13K 0.09% 74
2022
Q1 		$427K Sell
3,282
-38
-1% -$4.96K 0.07% 83
2021
Q4 		$444K Sell
3,320
-190
-5% -$23.8K 0.07% 85
2021
Q3 		$466K Buy
3,510
+499
+17% +$66.7K 0.08% 79
2021
Q2 		$422K Buy
3,011
+23
+0.8% +$3.15K 0.07% 90
2021
Q1 		$381K Sell
2,988
-423
-12% -$50.6K 0.07% 92
2020
Q4 		$411K Sell
3,411
-127
-4% -$14.7K 0.07% 86
2020
Q3 		$412K Sell
3,538
-90
-2% -$10.6K 0.08% 79
2020
Q2 		$419K Buy
3,628
+46
+1% +$5.34K 0.09% 79
2020
Q1 		$380K Buy
3,582
+116
+3% +$14.7K 0.1% 80
2019
Q4 		$444K Sell
3,466
-5
-0.1% -$650 0.11% 77
2019
Q3 		$482K Buy
3,471
+11
+0.3% +$1.48K 0.13% 64
2019
Q2 		$456K Buy
3,460
+438
+14% +$57.5K 0.12% 64
2019
Q1 		$408K Buy
+3,022
New +$385K 0.12% 68

Other funds holding IBM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 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

Traphagen Investment Advisors's IBM Position: Q3 2026 in Review

Traphagen Investment Advisors increased its IBM (IBM) stake by 4% in Q3 2026, buying an estimated $34K and bringing the position to 3,752 shares worth $825K. The position accounts for 0.06% of the portfolio, ranked #97.

Traphagen Investment Advisors first reported a position in IBM in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.11M in Q4 2025. 420 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Traphagen Investment Advisors held 3,752 shares of IBM worth $825K as of Q3 2026.
  • Traphagen Investment Advisors bought 143 IBM shares in Q3 2026, an estimated $34K.
  • IBM made up 0.06% of Traphagen Investment Advisors's portfolio in Q3 2026, its #97 holding.
  • Traphagen Investment Advisors first reported a position in IBM in Q1 2019 and has held it in 31 quarters since.
  • Traphagen Investment Advisors's IBM position peaked at $1.11M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.