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

Accel 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 		$1.35M Buy
6,130
+309
+5% +$73.4K 0.29% 79
2026
Q2 		$1.64M Sell
5,821
-82
-1% -$20.7K 0.37% 67
2026
Q1 		$1.43M Buy
5,903
+1,227
+26% +$332K 0.37% 69
2025
Q4 		$1.39M Buy
4,676
+267
+6% +$80K 0.38% 66
2025
Q3 		$1.24M Sell
4,409
-1
-0% -$262 0.36% 70
2025
Q2 		$1.3M Buy
4,410
+13
+0.3% +$3.35K 0.43% 62
2025
Q1 		$1.09M Buy
4,397
+11
+0.3% +$2.69K 0.4% 69
2024
Q4 		$964K Sell
4,386
-19
-0.4% -$4.23K 0.37% 72
2024
Q3 		$974K Sell
4,405
-21
-0.5% -$4.12K 0.36% 71
2024
Q2 		$766K Buy
+4,426
New +$769K 0.31% 82
2023
Q2 		– Sell
-570
Closed -$74.7K – 486
2023
Q1 		$74.7K Sell
570
-199
-26% -$26.6K 0.03% 387
2022
Q4 		$108K Buy
769
+26
+3% +$3.59K 0.05% 231
2022
Q3 		$93K Buy
743
+3
+0.4% +$394 0.05% 261
2022
Q2 		$104K Buy
740
+2
+0.3% +$270 0.06% 232
2022
Q1 		$96K Sell
738
-5
-0.7% -$652 0.05% 259
2021
Q4 		$99K Buy
743
+182
+32% +$22.8K 0.05% 260
2021
Q3 		$75K Sell
561
-61
-10% -$8.15K 0.05% 264
2021
Q2 		$87K Buy
622
+104
+20% +$14.2K 0.06% 250
2021
Q1 		$66K Sell
518
-51
-9% -$6.1K 0.05% 270
2020
Q4 		$69K Buy
+569
New +$65.8K 0.06% 247

Other funds holding IBM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return

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

Accel Wealth Management increased its IBM (IBM) stake by 5.3% in Q3 2026, buying an estimated $73.4K and bringing the position to 6,130 shares worth $1.35M. The position accounts for 0.29% of the portfolio, ranked #79.

Accel Wealth Management first reported a position in IBM in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.64M in Q2 2026. 1,352 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Accel Wealth Management held 6,130 shares of IBM worth $1.35M as of Q3 2026.
  • Accel Wealth Management bought 309 IBM shares in Q3 2026, an estimated $73.4K.
  • IBM made up 0.29% of Accel Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Accel Wealth Management first reported a position in IBM in Q4 2020 and has held it in 20 quarters since.
  • Accel Wealth Management's IBM position peaked at $1.64M in Q2 2026.
  • 1,352 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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