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Weaver Consulting Group’s IBM IBM Stock Holding History

Weaver Consulting 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 		$615K Buy
2,797
+248
+10% +$58.9K 0.12% 157
2026
Q2 		$717K Buy
2,549
+25
+1% +$6.3K 0.15% 122
2026
Q1 		$612K Buy
2,524
+76
+3% +$20.6K 0.15% 122
2025
Q4 		$725K Buy
2,448
+3
+0.1% +$898 0.18% 107
2025
Q3 		$690K Sell
2,445
-54
-2% -$14.1K 0.18% 106
2025
Q2 		$737K Buy
2,499
+3
+0.1% +$773 0.2% 93
2025
Q1 		$621K Hold
2,496
– – 0.19% 96
2024
Q4 		$549K Hold
2,496
– – 0.17% 108
2024
Q3 		$552K Sell
2,496
-215
-8% -$42.2K 0.18% 104
2024
Q2 		$469K Sell
2,711
-100
-4% -$17.4K 0.16% 111
2024
Q1 		$537K Hold
2,811
– – 0.2% 93
2023
Q4 		$460K Sell
2,811
-100
-3% -$15.1K 0.19% 99
2023
Q3 		$408K Buy
2,911
+150
+5% +$21.3K 0.18% 102
2023
Q2 		$369K Buy
2,761
+21
+0.8% +$2.71K 0.16% 113
2023
Q1 		$359K Sell
2,740
-550
-17% -$73.6K 0.16% 116
2022
Q4 		$464K Buy
3,290
+1,605
+95% +$221K 0.24% 80
2022
Q3 		$200K Buy
+1,685
New +$221K 0.11% 160
2020
Q4 		– Sell
-948
Closed -$110K – 472
2020
Q3 		$110K Sell
948
-523
-36% -$61.6K 0.06% 183
2020
Q2 		$170K Buy
1,471
+429
+41% +$49.8K 0.1% 140
2020
Q1 		$111K Hold
1,042
– – 0.07% 154
2019
Q4 		$145K Hold
1,042
– – 0.08% 136
2019
Q3 		$149K Hold
1,042
– – 0.08% 127
2019
Q2 		$137K Hold
1,042
– – 0.07% 127
2019
Q1 		$134K Buy
+1,042
New +$133K 0.04% 269

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
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
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Weaver Consulting Group's IBM Position: Q3 2026 in Review

Weaver Consulting Group increased its IBM (IBM) stake by 9.7% in Q3 2026, buying an estimated $58.9K and bringing the position to 2,797 shares worth $615K. The position accounts for 0.12% of the portfolio, ranked #157.

Weaver Consulting Group first reported a position in IBM in Q1 2019 and has held it in 24 quarters since. The position peaked at $737K in Q2 2025. 168 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Weaver Consulting Group held 2,797 shares of IBM worth $615K as of Q3 2026.
  • Weaver Consulting Group bought 248 IBM shares in Q3 2026, an estimated $58.9K.
  • IBM made up 0.12% of Weaver Consulting Group's portfolio in Q3 2026, its #157 holding.
  • Weaver Consulting Group first reported a position in IBM in Q1 2019 and has held it in 24 quarters since.
  • Weaver Consulting Group's IBM position peaked at $737K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.