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Vista Investment Partners’s IBM IBM Stock Holding History

Vista Investment Partners’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 		– Sell
-729
Closed -$205K – 174
2026
Q2 		$205K Sell
729
-3,856
-84% -$972K 0.05% 161
2026
Q1 		$1.11M Sell
4,585
-2,293
-33% -$620K 0.29% 82
2025
Q4 		$2.04M Sell
6,878
-263
-4% -$78.8K 0.53% 62
2025
Q3 		$2.01M Buy
7,141
+6,399
+862% +$1.67M 0.56% 56
2025
Q2 		$219K Sell
742
-8,098
-92% -$2.09M 0.06% 146
2025
Q1 		$2.2M Sell
8,840
-219
-2% -$53.6K 0.67% 53
2024
Q4 		$1.99M Sell
9,059
-1,885
-17% -$420K 0.62% 56
2024
Q3 		$2.42M Sell
10,944
-233
-2% -$45.7K 0.77% 47
2024
Q2 		$1.93M Buy
11,177
+9,984
+837% +$1.73M 0.64% 49
2024
Q1 		$228K Sell
1,193
-260
-18% -$47.4K 0.08% 134
2023
Q4 		$238K Buy
+1,453
New +$220K 0.09% 130

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

Vista Investment Partners's IBM Position: Q3 2026 in Review

Vista Investment Partners sold out of IBM (IBM) in Q3 2026, closing a stake of 729 shares — an estimated $205K sold.

Vista Investment Partners first reported a position in IBM in Q4 2023 and held it in 11 quarters. The position peaked at $2.42M in Q3 2024. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Vista Investment Partners reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Vista Investment Partners sold 729 IBM shares in Q3 2026, an estimated $205K.
  • Vista Investment Partners first reported a position in IBM in Q4 2023 and held it in 11 quarters.
  • Vista Investment Partners's IBM position peaked at $2.42M in Q3 2024.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.