STACKSTONE WEALTH, LLC’s IBM IBM Stock Holding History

STACKSTONE WEALTH, LLC’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	$12.7M	Buy	+57,733	New	+$13.7M	1.25%	21

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

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IBM Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in IBM (IBM) in Q3 2026: 57,733 shares worth $12.7M. The stake represents 1.25% of the portfolio and ranks #21 among its holdings.

711 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

STACKSTONE WEALTH, LLC held 57,733 shares of IBM worth $12.7M as of Q3 2026.
IBM was a new STACKSTONE WEALTH, LLC position in Q3 2026.
IBM made up 1.25% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #21 holding.
711 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.