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VisionPoint Advisory Group’s IBM IBM Stock Holding History

VisionPoint Advisory Group’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 		$648K Sell
2,944
-2,111
-42% -$501K 0.1% 198
2026
Q2 		$1.42M Buy
5,055
+102
+2% +$25.7K 0.23% 102
2026
Q1 		$1.2M Sell
4,953
-65
-1% -$17.6K 0.23% 104
2025
Q4 		$1.49M Buy
5,018
+119
+2% +$35.6K 0.29% 91
2025
Q3 		$1.38M Sell
4,899
-14
-0.3% -$3.67K 0.28% 93
2025
Q2 		$1.45M Buy
4,913
+1,474
+43% +$380K 0.32% 91
2025
Q1 		$855K Sell
3,439
-493
-13% -$121K 0.29% 77
2024
Q4 		$865K Sell
3,932
-1,009
-20% -$225K 0.3% 89
2024
Q3 		$1.09M Sell
4,941
-173
-3% -$33.9K 0.37% 79
2024
Q2 		$884K Sell
5,114
-329
-6% -$57.2K 0.31% 81
2024
Q1 		$1.04M Sell
5,443
-247
-4% -$45.1K 0.37% 72
2023
Q4 		$931K Buy
5,690
+867
+18% +$131K 0.34% 68
2023
Q3 		$677K Buy
4,823
+436
+10% +$62K 0.29% 77
2023
Q2 		$587K Buy
4,387
+2,190
+100% +$283K 0.24% 83
2023
Q1 		$269K Buy
2,197
+62
+3% +$8.29K 0.12% 128
2022
Q4 		$293K Sell
2,135
-55
-3% -$7.59K 0.12% 104
2022
Q3 		$260K Buy
2,190
+190
+10% +$24.9K 0.13% 74
2022
Q2 		$265K Buy
2,000
+316
+19% +$42.7K 0.1% 85
2022
Q1 		$224K Sell
1,684
-829
-33% -$108K 0.1% 83
2021
Q4 		$345K Sell
2,513
-142
-5% -$17.8K 0.15% 76
2021
Q3 		$314K Buy
2,655
+410
+18% +$54.8K 0.14% 83
2021
Q2 		$315K Hold
2,245
– – 0.14% 81
2021
Q1 		$286K Sell
2,245
-908
-29% -$109K 0.14% 95
2020
Q4 		$379K Sell
3,153
-2,531
-45% -$293K 0.19% 97
2020
Q3 		$661K Sell
5,684
-1,011
-15% -$119K 0.29% 48
2020
Q2 		$805K Sell
6,695
-1,189
-15% -$138K 0.33% 37
2020
Q1 		$836K Buy
7,884
+4,086
+108% +$517K 0.39% 38
2019
Q4 		$487K Buy
3,798
+2,266
+148% +$295K 0.2% 69
2019
Q3 		$209K Buy
+1,532
New +$207K 0.06% 125

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

VisionPoint Advisory Group's IBM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its IBM (IBM) stake by 42% in Q3 2026, selling an estimated $501K and leaving 2,944 shares worth $648K. The position accounts for 0.1% of the portfolio, ranked #198.

VisionPoint Advisory Group first reported a position in IBM in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.49M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • VisionPoint Advisory Group held 2,944 shares of IBM worth $648K as of Q3 2026.
  • VisionPoint Advisory Group sold 2,111 IBM shares in Q3 2026, an estimated $501K.
  • IBM made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #198 holding.
  • VisionPoint Advisory Group first reported a position in IBM in Q3 2019 and has held it in 29 quarters since.
  • VisionPoint Advisory Group's IBM position peaked at $1.49M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.