AAFMAA Wealth Management & Trust
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AAFMAA Wealth Management & Trust’s IBM IBM Stock Holding History

AAFMAA Wealth Management & Trust’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 		$429K Buy
1,952
+677
+53% +$161K 0.15% 81
2026
Q2 		$359K Sell
1,275
-14
-1% -$3.53K 0.13% 82
2026
Q1 		$312K Buy
1,289
+14
+1% +$3.79K 0.12% 84
2025
Q4 		$378K Buy
+1,275
New +$382K 0.15% 78

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AAFMAA Wealth Management & Trust's IBM Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust increased its IBM (IBM) stake by 53% in Q3 2026, buying an estimated $161K and bringing the position to 1,952 shares worth $429K. The position accounts for 0.15% of the portfolio, ranked #81.

AAFMAA Wealth Management & Trust first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. 2,357 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • AAFMAA Wealth Management & Trust held 1,952 shares of IBM worth $429K as of Q3 2026.
  • AAFMAA Wealth Management & Trust bought 677 IBM shares in Q3 2026, an estimated $161K.
  • IBM made up 0.15% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #81 holding.
  • AAFMAA Wealth Management & Trust first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • 2,357 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.