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

Aprio 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 		$1.17M Sell
5,314
-773
-13% -$184K 0.05% 223
2026
Q2 		$1.71M Buy
6,087
+494
+9% +$124K 0.08% 163
2026
Q1 		$1.36M Buy
5,593
+806
+17% +$218K 0.07% 154
2025
Q4 		$1.79M Buy
4,787
+1,536
+47% +$460K 0.1% 135
2025
Q3 		$917K Buy
3,251
+442
+16% +$116K 0.09% 132
2025
Q2 		$828K Buy
2,809
+606
+28% +$156K 0.09% 125
2025
Q1 		$548K Buy
2,203
+608
+38% +$149K 0.07% 166
2024
Q4 		$351K Buy
1,595
+101
+7% +$22.5K 0.05% 182
2024
Q3 		$330K Sell
1,494
-94
-6% -$18.4K 0.05% 179
2024
Q2 		$275K Buy
1,588
+234
+17% +$40.7K 0.05% 182
2024
Q1 		$259K Buy
1,354
+77
+6% +$14K 0.05% 182
2023
Q4 		$209K Buy
+1,277
New +$193K 0.05% 179

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Aprio Wealth Management reduced its IBM (IBM) stake by 13% in Q3 2026, selling an estimated $184K and leaving 5,314 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #223.

Aprio Wealth Management first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.79M in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Aprio Wealth Management held 5,314 shares of IBM worth $1.17M as of Q3 2026.
  • Aprio Wealth Management sold 773 IBM shares in Q3 2026, an estimated $184K.
  • IBM made up 0.05% of Aprio Wealth Management's portfolio in Q3 2026, its #223 holding.
  • Aprio Wealth Management first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • Aprio Wealth Management's IBM position peaked at $1.79M in Q4 2025.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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