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

Apollon 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 		$17.1M Sell
77,765
-38,195
-33% -$9.07M 0.2% 98
2026
Q2 		$32.6M Buy
115,960
+2,473
+2% +$623K 0.4% 49
2026
Q1 		$27.5M Buy
113,487
+22,169
+24% +$6M 0.45% 44
2025
Q4 		$27M Sell
91,318
-408
-0.4% -$122K 0.47% 39
2025
Q3 		$25.9M Buy
91,726
+3,734
+4% +$977K 0.46% 42
2025
Q2 		$25.9M Buy
87,992
+30,544
+53% +$7.87M 0.51% 39
2025
Q1 		$14.3M Buy
57,448
+2,329
+4% +$570K 0.31% 67
2024
Q4 		$12.1M Buy
55,119
+7,472
+16% +$1.66M 0.28% 70
2024
Q3 		$10.5M Sell
47,647
-641
-1% -$126K 0.3% 63
2024
Q2 		$8.35M Buy
48,288
+167
+0.3% +$29K 0.25% 70
2024
Q1 		$9.19M Buy
48,121
+2,657
+6% +$485K 0.29% 64
2023
Q4 		$7.44M Buy
45,464
+5,255
+13% +$794K 0.26% 74
2023
Q3 		$5.64M Buy
40,209
+109
+0.3% +$15.5K 0.28% 68
2023
Q2 		$5.37M Buy
40,100
+7,853
+24% +$1.01M 0.26% 76
2023
Q1 		$4.23M Buy
32,247
+968
+3% +$130K 0.26% 80
2022
Q4 		$4.41M Buy
31,279
+9,035
+41% +$1.25M 0.31% 69
2022
Q3 		$2.64M Buy
22,244
+6,859
+45% +$900K 0.22% 97
2022
Q2 		$2.17M Buy
15,385
+3,339
+28% +$451K 0.18% 119
2022
Q1 		$1.57M Buy
12,046
+232
+2% +$30.3K 0.11% 195
2021
Q4 		$1.58M Buy
11,814
+2,756
+30% +$346K 0.12% 192
2021
Q3 		$1.2M Buy
9,058
+5,676
+168% +$759K 0.16% 126
2021
Q2 		$474K Buy
3,382
+194
+6% +$26.5K 0.08% 225
2021
Q1 		$406K Buy
+3,188
New +$382K 0.08% 224
2020
Q4 		– Sell
-2,359
Closed -$274K – 224
2020
Q3 		$274K Buy
2,359
+565
+31% +$66.5K 0.12% 122
2020
Q2 		$207K Buy
+1,794
New +$208K 0.11% 102
2019
Q3 		– Sell
-1,114
Closed -$147K – 81
2019
Q2 		$147K Buy
+1,114
New +$146K 0.17% 55

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

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

Apollon Wealth Management reduced its IBM (IBM) stake by 33% in Q3 2026, selling an estimated $9.07M and leaving 77,765 shares worth $17.1M. The position accounts for 0.2% of the portfolio, ranked #98.

Apollon Wealth Management first reported a position in IBM in Q2 2019 and has held it in 26 quarters since. The position peaked at $32.6M in Q2 2026. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Apollon Wealth Management held 77,765 shares of IBM worth $17.1M as of Q3 2026.
  • Apollon Wealth Management sold 38,195 IBM shares in Q3 2026, an estimated $9.07M.
  • IBM made up 0.2% of Apollon Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Apollon Wealth Management first reported a position in IBM in Q2 2019 and has held it in 26 quarters since.
  • Apollon Wealth Management's IBM position peaked at $32.6M in Q2 2026.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.