James T. Borello RIA’s IBM IBM Stock Holding History

James T. Borello RIA’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	$77.4K	Sell	352 -59	-14%	-$14K	0.02%	200
2026 Q2	$116K	Buy	411 +97	+31%	+$24.4K	0.03%	155
2026 Q1	$76.1K	Buy	314 +73	+30%	+$19.8K	0.02%	179
2025 Q4	$71.4K	Buy	241 +82	+52%	+$24.6K	0.02%	155
2025 Q3	$44.9K	Buy	159 +108	+212%	+$28.3K	0.01%	167
2025 Q2	$15K	Hold	51	–	–	﹤0.01%	195
2025 Q1	$12.7K	Hold	51	–	–	﹤0.01%	164
2024 Q4	$11.2K	Hold	51	–	–	﹤0.01%	141
2024 Q3	$11.3K	Hold	51	–	–	﹤0.01%	131
2024 Q2	$8.82K	Hold	51	–	–	﹤0.01%	124
2024 Q1	$9.7K	Hold	51	–	–	﹤0.01%	121
2023 Q4	$8.34K	Buy	+51	New	+$7.71K	0.01%	104

Other funds holding IBM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

James T. Borello RIA's IBM Position: Q3 2026 in Review

James T. Borello RIA reduced its IBM (IBM) stake by 14% in Q3 2026, selling an estimated $14K and leaving 352 shares worth $77.4K. The position accounts for 0.02% of the portfolio, ranked #200.

James T. Borello RIA first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $116K in Q2 2026. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

James T. Borello RIA held 352 shares of IBM worth $77.4K as of Q3 2026.
James T. Borello RIA sold 59 IBM shares in Q3 2026, an estimated $14K.
IBM made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #200 holding.
James T. Borello RIA first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's IBM position peaked at $116K in Q2 2026.
923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.