Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s IBM IBM Stock Holding History

Baker Tilly 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 		$436K Buy
1,985
+46
+2% +$10.9K 0.09% 177
2026
Q2 		$545K Sell
1,939
-573
-23% -$144K 0.12% 155
2026
Q1 		$609K Sell
2,512
-138
-5% -$37.3K 0.15% 137
2025
Q4 		$785K Sell
2,650
-47
-2% -$14.1K 0.19% 111
2025
Q3 		$761K Buy
2,697
+1,337
+98% +$350K 0.17% 109
2025
Q2 		$401K Buy
1,360
+55
+4% +$14.2K 0.14% 151
2025
Q1 		$324K Sell
1,305
-333
-20% -$81.5K 0.13% 173
2024
Q4 		$360K Sell
1,638
-58
-3% -$12.9K 0.14% 165
2024
Q3 		$375K Sell
1,696
-1,183
-41% -$232K 0.17% 144
2024
Q2 		$498K Sell
2,879
-3,645
-56% -$633K 0.2% 120
2024
Q1 		$1.25M Sell
6,524
-1,423
-18% -$260K 0.23% 101
2023
Q4 		$1.3M Sell
7,947
-791
-9% -$120K 0.21% 107
2023
Q3 		$1.23M Sell
8,738
-369
-4% -$52.5K 0.2% 105
2023
Q2 		$1.22M Sell
9,107
-641
-7% -$82.7K 0.13% 173
2023
Q1 		$1.28M Buy
9,748
+383
+4% +$51.2K 0.14% 160
2022
Q4 		$1.32M Sell
9,365
-562
-6% -$77.5K 0.16% 147
2022
Q3 		$1.18M Buy
9,927
+53
+0.5% +$6.96K 0.16% 135
2022
Q2 		$1.39M Sell
9,874
-122
-1% -$16.5K 0.18% 119
2022
Q1 		$1.3M Buy
9,996
+984
+11% +$128K 0.14% 145
2021
Q4 		$1.2M Sell
9,012
-905
-9% -$114K 0.13% 168
2021
Q3 		$1.32M Buy
9,917
+405
+4% +$54.1K 0.17% 118
2021
Q2 		$1.33M Buy
9,512
+808
+9% +$110K 0.22% 102
2021
Q1 		$1.11M Buy
8,704
+2,952
+51% +$353K 0.23% 105
2020
Q4 		$692K Buy
+5,752
New +$665K 0.21% 109

Other funds holding IBM

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Baker Tilly Wealth Management's IBM Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its IBM (IBM) stake by 2.4% in Q3 2026, buying an estimated $10.9K and bringing the position to 1,985 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #177.

Baker Tilly Wealth Management first reported a position in IBM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.39M in Q2 2022. 1,573 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Baker Tilly Wealth Management held 1,985 shares of IBM worth $436K as of Q3 2026.
  • Baker Tilly Wealth Management bought 46 IBM shares in Q3 2026, an estimated $10.9K.
  • IBM made up 0.09% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #177 holding.
  • Baker Tilly Wealth Management first reported a position in IBM in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's IBM position peaked at $1.39M in Q2 2022.
  • 1,573 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.