- Today
- Holidays
- Birthdays
- Reminders
- Cities
- Atlanta
- Austin
- Baltimore
- Berwyn
- Beverly Hills
- Birmingham
- Boston
- Brooklyn
- Buffalo
- Charlotte
- Chicago
- Cincinnati
- Cleveland
- Columbus
- Dallas
- Denver
- Detroit
- Fort Worth
- Houston
- Indianapolis
- Knoxville
- Las Vegas
- Los Angeles
- Louisville
- Madison
- Memphis
- Miami
- Milwaukee
- Minneapolis
- Nashville
- New Orleans
- New York
- Omaha
- Orlando
- Philadelphia
- Phoenix
- Pittsburgh
- Portland
- Raleigh
- Richmond
- Rutherford
- Sacramento
- Salt Lake City
- San Antonio
- San Diego
- San Francisco
- San Jose
- Seattle
- Tampa
- Tucson
- Washington
Armonk Today
By the People, for the People
Advocate Group LLC Trims Stake in IBM
The institutional investor reduced its position in the tech giant by 13% in the fourth quarter.
Apr. 5, 2026 at 7:09am
Got story updates? Submit your updates here. ›
Advocate Group LLC, an institutional investor, lowered its stake in shares of International Business Machines Corporation (NYSE:IBM) by 13.0% during the fourth quarter, according to a recent SEC filing. The firm now owns 38,994 shares of the technology company's stock, valued at $11,551,000.
Why it matters
This filing provides insight into the investment decisions of Advocate Group LLC, a notable institutional investor. Changes in large investor positions can signal broader market trends and influence the stock price of IBM.
The details
According to the SEC disclosure, Advocate Group LLC sold 5,843 shares of IBM stock during the fourth quarter. The firm's total holdings in IBM now account for approximately 1.9% of its investment portfolio, making it the 8th largest position.
- The filing covers the fourth quarter of 2025.
The players
Advocate Group LLC
An institutional investor that manages a diversified portfolio of stocks, including a position in International Business Machines Corporation.
International Business Machines Corporation
A global technology and consulting company headquartered in Armonk, New York, founded in 1911 and publicly traded on the New York Stock Exchange under the ticker symbol IBM.
The takeaway
This filing highlights the ongoing shifts in institutional investor sentiment towards IBM, as large funds like Advocate Group LLC adjust their positions in response to the company's performance and broader market conditions.
