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WP Advisors’s IBM IBM Stock Holding History

WP Advisors’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
-815
Closed -$229K – 118
2026
Q2 		$229K Buy
+815
New +$205K 0.06% 110
2026
Q1 		– Sell
-679
Closed -$201K – 117
2025
Q4 		$201K Buy
+679
New +$203K 0.05% 115
2019
Q2 		– Sell
-913
Closed -$123K – 101
2019
Q1 		$123K Buy
+913
New +$116K 0.13% 74
2018
Q4 		– Sell
-1,460
Closed -$211K – 137
2018
Q3 		$211K Buy
1,460
+195
+15% +$27.2K 0.2% 58
2018
Q2 		$169K Buy
+1,265
New +$176K 0.16% 65
2017
Q2 		– Sell
-1,286
Closed -$214K – 73
2017
Q1 		$214K Buy
+1,286
New +$216K 0.13% 64

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

WP Advisors's IBM Position: Q3 2026 in Review

WP Advisors sold out of IBM (IBM) in Q3 2026, closing a stake of 815 shares — an estimated $229K sold.

WP Advisors first reported a position in IBM in Q1 2017 and held it in 6 quarters. The position peaked at $229K in Q2 2026. 994 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • WP Advisors reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • WP Advisors sold 815 IBM shares in Q3 2026, an estimated $229K.
  • WP Advisors first reported a position in IBM in Q1 2017 and held it in 6 quarters.
  • WP Advisors's IBM position peaked at $229K in Q2 2026.
  • 994 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on WP Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.