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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → IBM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IBM Position History
International Business Machines Corporation • Technology
Quarters held
11
Latest value
$1.7M
Q3 2026
Peak value
$244.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $232.2M |
| Q3 2025 | $437K |
| Q4 2025 | $244.6M |
| Q4 2025 | $482K |
| Q1 2026 | $135.9M |
| Q1 2026 | $930K |
| Q2 2026 | $169.8M |
| Q2 2026 | $1.2M |
| Q3 2026 | $23K |
| Q3 2026 | $141.2M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 14.2K | — | — |
| Q3 2026 | $141.2M | 718.0K | — | — |
| Q3 2026 | $23K | 100 | — | — |
| Q2 2026 | $1.2M | 13.4K | — | — |
| Q2 2026 | $169.8M | 665.8K | — | — |
| Q1 2026 | $930K | 12.3K | — | — |
| Q1 2026 | $135.9M | 617.7K | — | — |
| Q4 2025 | $482K | 9.9K | — | — |
| Q4 2025 | $244.6M | 806.6K | — | — |
| Q3 2025 | $437K | 9.9K | — | — |
| Q3 2025 | $232.2M | 790.3K | — | — |
Other funds holding IBM
$26.7B
$24.5B
$22.1B
$16.3B
$16.1B
$15.8B
$15.8B