Values Added Financial
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Values Added Financial’s IBM IBM Stock Holding History

Values Added Financial’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 		$464K Sell
2,110
-235
-10% -$55.8K 0.16% 84
2026
Q2 		$660K Sell
2,345
-2
-0.1% -$504 0.24% 70
2026
Q1 		$569K Sell
2,347
-63
-3% -$17K 0.24% 67
2025
Q4 		$714K Sell
2,410
-68
-3% -$20.4K 0.3% 57
2025
Q3 		$699K Sell
2,478
-577
-19% -$151K 0.31% 58
2025
Q2 		$901K Buy
3,055
+1,129
+59% +$291K 0.44% 46
2025
Q1 		$479K Buy
1,926
+96
+5% +$23.5K 0.27% 68
2024
Q4 		$402K Sell
1,830
-211
-10% -$47K 0.23% 75
2024
Q3 		$451K Buy
2,041
+11
+0.5% +$2.16K 0.28% 61
2024
Q2 		$351K Buy
2,030
+105
+5% +$18.2K 0.25% 64
2024
Q1 		$368K Buy
1,925
+6
+0.3% +$1.1K 0.29% 61
2023
Q4 		$314K Buy
1,919
+27
+1% +$4.08K 0.26% 63
2023
Q3 		$265K Buy
1,892
+289
+18% +$41.1K 0.24% 67
2023
Q2 		$214K Buy
+1,603
New +$207K 0.2% 76

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

Values Added Financial's IBM Position: Q3 2026 in Review

Values Added Financial reduced its IBM (IBM) stake by 10% in Q3 2026, selling an estimated $55.8K and leaving 2,110 shares worth $464K. The position accounts for 0.16% of the portfolio, ranked #84.

Values Added Financial first reported a position in IBM in Q2 2023 and has held it in 14 quarters since. The position peaked at $901K in Q2 2025. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Values Added Financial held 2,110 shares of IBM worth $464K as of Q3 2026.
  • Values Added Financial sold 235 IBM shares in Q3 2026, an estimated $55.8K.
  • IBM made up 0.16% of Values Added Financial's portfolio in Q3 2026, its #84 holding.
  • Values Added Financial first reported a position in IBM in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's IBM position peaked at $901K in Q2 2025.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.