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Marshall & Sterling Wealth Advisors Inc. → IBM
Marshall & Sterling Wealth Advisors Inc. IBM Position History
International Business Machines Corporation • Technology
Quarters held
20
Latest value
$1.5M
Q3 2026
Peak value
$703.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q3 2025 | $1.7M |
| Q3 2025 | $9.3M |
| Q3 2025 | $71.7M |
| Q3 2025 | $703.5M |
| Q3 2025 | $370.7M |
| Q3 2025 | $31.8M |
| Q3 2025 | $16.9M |
| Q3 2025 | $13.4M |
| Q3 2025 | $72.2M |
| Q3 2025 | $25.7M |
| Q3 2025 | $172.4M |
| Q3 2025 | $14.2M |
| Q3 2025 | $205.1M |
| Q3 2025 | $98.8M |
| Q3 2025 | $45.6M |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 6.6K | — | — |
| Q2 2026 | $1.9M | 6.7K | — | — |
| Q1 2026 | $1.6M | 6.4K | — | — |
| Q4 2025 | $1.9M | 6.5K | — | — |
| Q3 2025 | $45.6M | 162 | — | — |
| Q3 2025 | $98.8M | 350 | — | — |
| Q3 2025 | $205.1M | 727 | — | — |
| Q3 2025 | $14.2M | 51 | — | — |
| Q3 2025 | $172.4M | 611 | — | — |
| Q3 2025 | $25.7M | 92 | — | — |
| Q3 2025 | $72.2M | 256 | — | — |
| Q3 2025 | $13.4M | 48 | — | — |
| Q3 2025 | $16.9M | 60 | — | — |
| Q3 2025 | $31.8M | 113 | — | — |
| Q3 2025 | $370.7M | 1.3K | — | — |
| Q3 2025 | $703.5M | 2.5K | — | — |
| Q3 2025 | $71.7M | 254 | — | — |
| Q3 2025 | $9.3M | 33 | — | — |
| Q3 2025 | $1.7M | 6 | — | — |
| Q3 2025 | $1.7M | 6 | — | — |
Other funds holding IBM
$26.7B
$24.5B
$22.1B
$16.3B
$16.1B
$15.8B
$15.8B