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Valeo Financial Advisors’s IBM IBM Stock Holding History

Valeo Financial 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
2023
Q4 		– Sell
-300
Closed -$42 – 691
2023
Q3 		$42 Buy
+300
New +$42.7K ﹤0.01% 638
2021
Q3 		– Sell
-1,778
Closed -$249K – 605
2021
Q2 		$249K Buy
+1,778
New +$243K 0.02% 401

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

Valeo Financial Advisors's IBM Position: Q3 2026 in Review

Valeo Financial Advisors increased its IBM (IBM) stake by 3.3% in Q3 2026, buying an estimated $122K and bringing the position to 16,155 shares worth $3.55M. The position accounts for 0.07% of the portfolio, ranked #124.

Valeo Financial Advisors first reported a position in IBM in Q3 2017 and has held it in 37 quarters since. The position peaked at $5.44M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Valeo Financial Advisors held 16,155 shares of IBM worth $3.55M as of Q3 2026.
  • Valeo Financial Advisors bought 512 IBM shares in Q3 2026, an estimated $122K.
  • IBM made up 0.07% of Valeo Financial Advisors's portfolio in Q3 2026, its #124 holding.
  • Valeo Financial Advisors first reported a position in IBM in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's IBM position peaked at $5.44M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.