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

Accurate 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 		$2.33M Buy
10,101
+605
+6% +$144K 0.2% 109
2026
Q2 		$2.73M Buy
9,496
+1,088
+13% +$274K 0.26% 84
2026
Q1 		$1.94M Buy
8,408
+550
+7% +$149K 0.23% 97
2025
Q4 		$2.39M Buy
7,858
+297
+4% +$88.9K 0.3% 68
2025
Q3 		$2.09M Buy
7,561
+908
+14% +$238K 0.28% 88
2025
Q2 		$1.91M Buy
6,653
+886
+15% +$228K 0.29% 85
2025
Q1 		$1.36M Buy
5,767
+607
+12% +$148K 0.26% 92
2024
Q4 		$1.13M Buy
5,160
+111
+2% +$24.7K 0.22% 108
2024
Q3 		$1.18M Buy
5,049
+195
+4% +$38.2K 0.24% 102
2024
Q2 		$888K Sell
4,854
-252
-5% -$43.8K 0.21% 101
2024
Q1 		$927K Sell
5,106
-188
-4% -$34.3K 0.27% 84
2023
Q4 		$859K Buy
5,294
+305
+6% +$46.1K 0.27% 84
2023
Q3 		$700K Sell
4,989
-380
-7% -$54.1K 0.22% 101
2023
Q2 		$716K Sell
5,369
-403
-7% -$52K 0.22% 98
2023
Q1 		$756K Buy
5,772
+122
+2% +$16.3K 0.26% 90
2022
Q4 		$818K Buy
5,650
+877
+18% +$121K 0.3% 68
2022
Q3 		$580K Buy
4,773
+134
+3% +$17.6K 0.24% 78
2022
Q2 		$654K Buy
4,639
+801
+21% +$108K 0.36% 61
2022
Q1 		$499K Buy
3,838
+831
+28% +$108K 0.22% 88
2021
Q4 		$411K Sell
3,007
-231
-7% -$29K 0.34% 81
2021
Q3 		$434K Buy
3,238
+206
+7% +$27.5K 0.38% 78
2021
Q2 		$425K Buy
+3,032
New +$415K 0.37% 70

Other funds holding IBM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

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

Accurate Wealth Management increased its IBM (IBM) stake by 6.4% in Q3 2026, buying an estimated $144K and bringing the position to 10,101 shares worth $2.33M. The position accounts for 0.2% of the portfolio, ranked #109.

Accurate Wealth Management first reported a position in IBM in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.73M in Q2 2026. 1,882 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Accurate Wealth Management held 10,101 shares of IBM worth $2.33M as of Q3 2026.
  • Accurate Wealth Management bought 605 IBM shares in Q3 2026, an estimated $144K.
  • IBM made up 0.2% of Accurate Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Accurate Wealth Management first reported a position in IBM in Q2 2021 and has held it in 22 quarters since.
  • Accurate Wealth Management's IBM position peaked at $2.73M in Q2 2026.
  • 1,882 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.