4Wealth Advisors’s IBM IBM Stock Holding History

4Wealth Advisors’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	$219K	Sell	994 -1,593	-62%	-$378K	0.15%	128
2026 Q2	$719K	Sell	2,587 -96	-4%	-$24.2K	0.55%	58
2026 Q1	$637K	Buy	2,683 +51	+2%	+$13.8K	0.54%	61
2025 Q4	$780K	Buy	2,632 +9	+0.3%	+$2.7K	0.67%	46
2025 Q3	$740K	Buy	2,623 +313	+14%	+$81.9K	0.66%	46
2025 Q2	$681K	Sell	2,310 -23	-1%	-$5.93K	0.69%	45
2025 Q1	$580K	Sell	2,333 -42	-2%	-$10.3K	0.63%	51
2024 Q4	$522K	Buy	+2,375	New	+$529K	0.52%	65

Other funds holding IBM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

4Wealth Advisors's IBM Position: Q3 2026 in Review

4Wealth Advisors reduced its IBM (IBM) stake by 62% in Q3 2026, selling an estimated $378K and leaving 994 shares worth $219K. The position accounts for 0.15% of the portfolio, ranked #128.

4Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $780K in Q4 2025. 2,663 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

4Wealth Advisors held 994 shares of IBM worth $219K as of Q3 2026.
4Wealth Advisors sold 1,593 IBM shares in Q3 2026, an estimated $378K.
IBM made up 0.15% of 4Wealth Advisors's portfolio in Q3 2026, its #128 holding.
4Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's IBM position peaked at $780K in Q4 2025.
2,663 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.