Winthrop Advisory Group
IBM icon

Winthrop Advisory Group’s IBM IBM Stock Holding History

Winthrop 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 		$955K Sell
4,341
-285
-6% -$67.7K 0.06% 87
2026
Q2 		$1.3M Buy
4,626
+485
+12% +$122K 0.09% 75
2026
Q1 		$1M Buy
4,141
+1
+0% +$271 0.08% 72
2025
Q4 		$1.23M Buy
4,140
+167
+4% +$50K 0.1% 66
2025
Q3 		$1.12M Buy
3,973
+247
+7% +$64.7K 0.1% 66
2025
Q2 		$1.1M Sell
3,726
-14
-0.4% -$3.61K 0.11% 66
2025
Q1 		$930K Sell
3,740
-873
-19% -$214K 0.11% 58
2024
Q4 		$1.01M Sell
4,613
-1,540
-25% -$343K 0.12% 59
2024
Q3 		$1.36M Sell
6,153
-62
-1% -$12.2K 0.17% 50
2024
Q2 		$1.07M Buy
6,215
+761
+14% +$132K 0.15% 53
2024
Q1 		$1.04M Sell
5,454
-195
-3% -$35.6K 0.15% 54
2023
Q4 		$924K Buy
5,649
+471
+9% +$71.2K 0.14% 57
2023
Q3 		$726K Buy
5,178
+58
+1% +$8.25K 0.12% 58
2023
Q2 		$685K Buy
5,120
+52
+1% +$6.71K 0.11% 62
2023
Q1 		$664K Buy
5,068
+2
+0% +$268 0.12% 60
2022
Q4 		$714K Buy
5,066
+251
+5% +$34.6K 0.14% 57
2022
Q3 		$572K Buy
4,815
+2
+0% +$262 0.12% 57
2022
Q2 		$680K Buy
4,813
+82
+2% +$11.1K 0.16% 51
2022
Q1 		$615K Buy
4,731
+8
+0.2% +$1.04K 0.13% 57
2021
Q4 		$631K Sell
4,723
-910
-16% -$114K 0.13% 58
2021
Q3 		$748K Buy
5,633
+8
+0.1% +$1.07K 0.17% 49
2021
Q2 		$788K Buy
5,625
+6
+0.1% +$820 0.18% 47
2021
Q1 		$716K Buy
+5,619
New +$672K 0.18% 46
2018
Q4 		– Sell
-1,950
Closed -$282K – 93
2018
Q3 		$282K Sell
1,950
-102
-5% -$14.3K 0.16% 64
2018
Q2 		$274K Sell
2,052
-337
-14% -$47K 0.18% 58
2018
Q1 		$332K Sell
2,389
-343
-13% -$51.9K 0.23% 54
2017
Q4 		$428K Buy
+2,732
New +$397K 0.3% 45

Other funds holding IBM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Winthrop Advisory Group reduced its IBM (IBM) stake by 6.2% in Q3 2026, selling an estimated $67.7K and leaving 4,341 shares worth $955K. The position accounts for 0.06% of the portfolio, ranked #87.

Winthrop Advisory Group first reported a position in IBM in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.36M in Q3 2024. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Winthrop Advisory Group held 4,341 shares of IBM worth $955K as of Q3 2026.
  • Winthrop Advisory Group sold 285 IBM shares in Q3 2026, an estimated $67.7K.
  • IBM made up 0.06% of Winthrop Advisory Group's portfolio in Q3 2026, its #87 holding.
  • Winthrop Advisory Group first reported a position in IBM in Q4 2017 and has held it in 27 quarters since.
  • Winthrop Advisory Group's IBM position peaked at $1.36M in Q3 2024.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.