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Westmount Partners’s IBM IBM Stock Holding History

Westmount 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
Q2 		$5.52M Buy
19,639
+284
+1% +$71.6K 1.21% 17
2026
Q1 		$4.69M Buy
19,355
+67
+0.3% +$18.1K 1.15% 16
2025
Q4 		$5.71M Buy
19,288
+32
+0.2% +$9.58K 1.42% 15
2025
Q3 		$5.52M Buy
19,256
+66
+0.3% +$17.3K 1.42% 15
2025
Q2 		$5.66M Buy
19,190
+68
+0.4% +$17.5K 1.55% 14
2025
Q1 		$4.75M Sell
19,122
-293
-2% -$71.7K 1.45% 14
2024
Q4 		$4.27M Sell
19,415
-38
-0.2% -$8.46K 1.3% 16
2024
Q3 		$4.3M Sell
19,453
-304
-2% -$59.6K 1.29% 16
2024
Q2 		$3.46M Sell
19,757
-1
-0% -$174 1.14% 17
2024
Q1 		$3.77M Buy
19,758
+72
+0.4% +$13.1K 1.36% 16
2023
Q4 		$3.22M Sell
19,686
-702
-3% -$106K 1.31% 14
2023
Q3 		$2.86M Sell
20,388
-372
-2% -$52.9K 1.26% 16
2023
Q2 		$2.78M Buy
20,760
+944
+5% +$122K 1.21% 18
2023
Q1 		$2.6M Buy
19,816
+53
+0.3% +$7.09K 1.2% 18
2022
Q4 		$2.78M Buy
+19,763
New +$2.73M 1.45% 12

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Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return