Badgley Phelps Wealth Managers’s IBM IBM Stock Holding History

Badgley Phelps Wealth Managers’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	$10.6M	Sell	48,325 -1,059	-2%	-$251K	0.18%	107
2026 Q2	$13.9M	Buy	49,384 +1,529	+3%	+$385K	0.24%	100
2026 Q1	$11.6M	Sell	47,855 -1,942	-4%	-$525K	0.23%	96
2025 Q4	$14.8M	Buy	49,797 +1,713	+4%	+$513K	0.27%	90
2025 Q3	$13.6M	Buy	48,084 +19,467	+68%	+$5.1M	0.29%	89
2025 Q2	$8.44M	Buy	28,617 +1,374	+5%	+$354K	0.19%	114
2025 Q1	$6.77M	Buy	27,243 +23,325	+595%	+$5.71M	0.16%	119
2024 Q4	$861K	Sell	3,918 -75	-2%	-$16.7K	0.02%	180
2024 Q3	$883K	Buy	3,993 +1,874	+88%	+$367K	0.02%	177
2024 Q2	$366K	Buy	2,119 +27	+1%	+$4.69K	0.01%	212
2024 Q1	$399K	Sell	2,092 -25	-1%	-$4.56K	0.01%	204
2023 Q4	$346K	Buy	+2,117	New	+$320K	0.01%	205

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Badgley Phelps Wealth Managers's IBM Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its IBM (IBM) stake by 2.1% in Q3 2026, selling an estimated $251K and leaving 48,325 shares worth $10.6M. The position accounts for 0.18% of the portfolio, ranked #107.

Badgley Phelps Wealth Managers first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.8M in Q4 2025. 2,183 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Badgley Phelps Wealth Managers held 48,325 shares of IBM worth $10.6M as of Q3 2026.
Badgley Phelps Wealth Managers sold 1,059 IBM shares in Q3 2026, an estimated $251K.
IBM made up 0.18% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #107 holding.
Badgley Phelps Wealth Managers first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
Badgley Phelps Wealth Managers's IBM position peaked at $14.8M in Q4 2025.
2,183 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.