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Kestra Advisory Services, LLC → IBM
Kestra Advisory Services, LLC IBM Position History
International Business Machines Corporation • Technology
Quarters held
9
Latest value
$281K
Q3 2026
Peak value
$62.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $51.3M |
| Q4 2025 | $55.6M |
| Q4 2025 | $85K |
| Q1 2026 | $57.8M |
| Q1 2026 | $413K |
| Q2 2026 | $62.1M |
| Q2 2026 | $7.1M |
| Q3 2026 | $52.1M |
| Q3 2026 | $281K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $281K | 2.6K | — | — |
| Q3 2026 | $52.1M | 236.8K | — | — |
| Q2 2026 | $7.1M | 92.5K | — | — |
| Q2 2026 | $62.1M | 220.9K | — | — |
| Q1 2026 | $413K | 5.7K | — | — |
| Q1 2026 | $57.8M | 238.4K | — | — |
| Q4 2025 | $85K | 1.7K | — | — |
| Q4 2025 | $55.6M | 187.6K | — | — |
| Q3 2025 | $51.3M | 181.9K | — | — |
Other funds holding IBM
$26.7B
$24.5B
$22.1B
$16.3B
$16.1B
$15.8B
$15.8B