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

Atticus 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 		$577K Buy
2,622
+318
+14% +$75.5K 0.13% 98
2026
Q2 		$648K Buy
2,304
+1,327
+136% +$334K 0.15% 90
2026
Q1 		$237K Sell
977
-58
-6% -$15.7K 0.06% 167
2025
Q4 		$307K Buy
1,035
+3
+0.3% +$898 0.08% 153
2025
Q3 		$291K Buy
1,032
+5
+0.5% +$1.31K 0.07% 166
2025
Q2 		$303K Buy
1,027
+575
+127% +$148K 0.08% 128
2025
Q1 		$112K Hold
452
– – 0.04% 151
2024
Q4 		$99.3K Sell
452
-229
-34% -$51K 0.03% 167
2024
Q3 		$151K Sell
681
-250
-27% -$49K 0.05% 139
2024
Q2 		$161K Sell
931
-571
-38% -$99.2K 0.05% 128
2024
Q1 		$287K Sell
1,502
-778
-34% -$142K 0.09% 101
2023
Q4 		$373K Buy
2,280
+29
+1% +$4.38K 0.13% 86
2023
Q3 		$316K Buy
2,251
+16
+0.7% +$2.28K 0.12% 99
2023
Q2 		$299K Sell
2,235
-87
-4% -$11.2K 0.11% 103
2023
Q1 		$304K Sell
2,322
-525
-18% -$70.2K 0.12% 100
2022
Q4 		$401K Sell
2,847
-38
-1% -$5.24K 0.16% 86
2022
Q3 		$407K Hold
2,885
– – 0.2% 70
2022
Q2 		$407K Buy
2,885
+704
+32% +$95K 0.17% 84
2022
Q1 		$284K Buy
2,181
+1,441
+195% +$188K 0.1% 120
2021
Q4 		$99K Buy
+740
New +$92.8K 0.04% 171
2020
Q2 		– Sell
-628
Closed -$67K – 302
2020
Q1 		$67K Buy
628
+210
+50% +$26.6K 0.05% 151
2019
Q4 		$54K Buy
+418
New +$54.3K 0.03% 173

Other funds holding IBM

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
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
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

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

Atticus Wealth Management increased its IBM (IBM) stake by 14% in Q3 2026, buying an estimated $75.5K and bringing the position to 2,622 shares worth $577K. The position accounts for 0.13% of the portfolio, ranked #98.

Atticus Wealth Management first reported a position in IBM in Q4 2019 and has held it in 22 quarters since. The position peaked at $648K in Q2 2026. 1,954 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Atticus Wealth Management held 2,622 shares of IBM worth $577K as of Q3 2026.
  • Atticus Wealth Management bought 318 IBM shares in Q3 2026, an estimated $75.5K.
  • IBM made up 0.13% of Atticus Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Atticus Wealth Management first reported a position in IBM in Q4 2019 and has held it in 22 quarters since.
  • Atticus Wealth Management's IBM position peaked at $648K in Q2 2026.
  • 1,954 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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