Austin Asset Management
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Austin Asset Management’s IBM IBM Stock Holding History

Austin Asset 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 		– Sell
-1,030
Closed -$290K – 101
2026
Q2 		$290K Hold
1,030
– – 0.04% 77
2026
Q1 		$250K Buy
1,030
+14
+1% +$3.79K 0.04% 75
2025
Q4 		$301K Hold
1,016
– – 0.05% 64
2025
Q3 		$287K Sell
1,016
-705
-41% -$185K 0.05% 65
2025
Q2 		$507K Buy
1,721
+914
+113% +$235K 0.1% 47
2025
Q1 		$201K Buy
+807
New +$197K 0.04% 77
2022
Q2 		– Sell
-1,873
Closed -$244K – 58
2022
Q1 		$244K Hold
1,873
– – 0.08% 53
2021
Q4 		$250K Buy
+1,873
New +$235K 0.08% 51

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

Austin Asset Management's IBM Position: Q3 2026 in Review

Austin Asset Management sold out of IBM (IBM) in Q3 2026, closing a stake of 1,030 shares — an estimated $290K sold.

Austin Asset Management first reported a position in IBM in Q4 2021 and held it in 8 quarters. The position peaked at $507K in Q2 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Austin Asset Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Austin Asset Management sold 1,030 IBM shares in Q3 2026, an estimated $290K.
  • Austin Asset Management first reported a position in IBM in Q4 2021 and held it in 8 quarters.
  • Austin Asset Management's IBM position peaked at $507K in Q2 2025.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Austin Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.