Ashton Thomas Securities’s IBM IBM Stock Holding History

Ashton Thomas Securities’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	$808K	Buy	3,676 +148	+4%	+$35.1K	0.09%	194
2026 Q2	$979K	Buy	3,528 +257	+8%	+$64.8K	0.14%	140
2026 Q1	$793K	Buy	3,271 +584	+22%	+$158K	0.1%	189
2025 Q4	$796K	Buy	2,687 +61	+2%	+$18.3K	0.15%	127
2025 Q3	$741K	Sell	2,626 -1,935	-42%	-$506K	0.1%	180
2025 Q2	$1.34M	Buy	4,561 +390	+9%	+$100K	0.33%	82
2025 Q1	$1.04M	Buy	4,171 +1,628	+64%	+$398K	0.29%	90
2024 Q4	$560K	Buy	2,543 +1,202	+90%	+$268K	0.15%	138
2024 Q3	$297K	Buy	+1,341	New	+$263K	0.06%	225

Other funds holding IBM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Ashton Thomas Securities's IBM Position: Q3 2026 in Review

Ashton Thomas Securities increased its IBM (IBM) stake by 4.2% in Q3 2026, buying an estimated $35.1K and bringing the position to 3,676 shares worth $808K. The position accounts for 0.09% of the portfolio, ranked #194.

Ashton Thomas Securities first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q2 2025. 2,717 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Ashton Thomas Securities held 3,676 shares of IBM worth $808K as of Q3 2026.
Ashton Thomas Securities bought 148 IBM shares in Q3 2026, an estimated $35.1K.
IBM made up 0.09% of Ashton Thomas Securities's portfolio in Q3 2026, its #194 holding.
Ashton Thomas Securities first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
Ashton Thomas Securities's IBM position peaked at $1.34M in Q2 2025.
2,717 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.