AAF Wealth Management
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AAF Wealth Management’s IBM IBM Stock Holding History

AAF Wealth Management’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 		– Sell
-905
Closed -$255K – 61
2026
Q2 		$255K Buy
+905
New +$228K 0.09% 50
2025
Q2 		– Sell
-831
Closed -$207K – 51
2025
Q1 		$207K Buy
+831
New +$203K 0.11% 45

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

AAF Wealth Management's IBM Position: Q3 2026 in Review

AAF Wealth Management sold out of IBM (IBM) in Q3 2026, closing a stake of 905 shares — an estimated $255K sold.

AAF Wealth Management first reported a position in IBM in Q1 2025 and held it in 2 quarters. The position peaked at $255K in Q2 2026. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • AAF Wealth Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • AAF Wealth Management sold 905 IBM shares in Q3 2026, an estimated $255K.
  • AAF Wealth Management first reported a position in IBM in Q1 2025 and held it in 2 quarters.
  • AAF Wealth Management's IBM position peaked at $255K in Q2 2026.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.