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WoodTrust Financial’s IBM IBM Stock Holding History

WoodTrust Financial’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 		$1.16M Sell
5,288
-200
-4% -$47.5K 0.14% 83
2026
Q2 		$1.54M Sell
5,488
-71
-1% -$17.9K 0.18% 75
2026
Q1 		$1.35M Hold
5,559
– – 0.17% 74
2025
Q4 		$1.65M Sell
5,559
-875
-14% -$262K 0.19% 69
2025
Q3 		$1.81M Hold
6,434
– – 0.22% 64
2025
Q2 		$1.9M Hold
6,434
– – 0.24% 61
2025
Q1 		$1.6M Hold
6,434
– – 0.22% 63
2024
Q4 		$1.41M Buy
6,434
+510
+9% +$114K 0.2% 72
2024
Q3 		$1.31M Sell
5,924
-265
-4% -$52K 0.19% 74
2024
Q2 		$1.07M Hold
6,189
– – 0.17% 82
2024
Q1 		$1.18M Buy
6,189
+453
+8% +$82.6K 0.19% 82
2023
Q4 		$938K Hold
5,736
– – 0.16% 83
2023
Q3 		$805K Buy
5,736
+265
+5% +$37.7K 0.15% 84
2023
Q2 		$732K Sell
5,471
-4,072
-43% -$526K 0.14% 92
2023
Q1 		$1.25M Hold
9,543
– – 0.24% 69
2022
Q4 		$1.34M Hold
9,543
– – 0.28% 62
2022
Q3 		$1.13M Sell
9,543
-3,000
-24% -$394K 0.26% 65
2022
Q2 		$1.77M Buy
12,543
+10,187
+432% +$1.37M 0.4% 45
2022
Q1 		$306K Buy
2,356
+350
+17% +$45.6K 0.06% 121
2021
Q4 		$268K Buy
+2,006
New +$252K 0.06% 119
2020
Q3 		– Sell
-1,935
Closed -$223K – 109
2020
Q2 		$223K Buy
+1,935
New +$225K 0.09% 79

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

WoodTrust Financial's IBM Position: Q3 2026 in Review

WoodTrust Financial reduced its IBM (IBM) stake by 3.6% in Q3 2026, selling an estimated $47.5K and leaving 5,288 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #83.

WoodTrust Financial first reported a position in IBM in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.9M in Q2 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • WoodTrust Financial held 5,288 shares of IBM worth $1.16M as of Q3 2026.
  • WoodTrust Financial sold 200 IBM shares in Q3 2026, an estimated $47.5K.
  • IBM made up 0.14% of WoodTrust Financial's portfolio in Q3 2026, its #83 holding.
  • WoodTrust Financial first reported a position in IBM in Q2 2020 and has held it in 21 quarters since.
  • WoodTrust Financial's IBM position peaked at $1.9M in Q2 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.