Balboa Wealth Partners
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Balboa Wealth Partners’s IBM IBM Stock Holding History

Balboa Wealth Partners’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 		$514K Buy
2,339
+34
+1% +$8.07K 0.07% 229
2026
Q2 		$648K Sell
2,305
-65
-3% -$16.4K 0.09% 190
2026
Q1 		$574K Sell
2,370
-871
-27% -$236K 0.1% 178
2025
Q4 		$960K Buy
3,241
+396
+14% +$119K 0.16% 103
2025
Q3 		$803K Sell
2,845
-756
-21% -$198K 0.14% 120
2025
Q2 		$1.06M Buy
3,601
+1,640
+84% +$423K 0.21% 87
2025
Q1 		$488K Sell
1,961
-300
-13% -$73.4K 0.12% 133
2024
Q4 		$497K Sell
2,261
-169
-7% -$37.6K 0.11% 145
2024
Q3 		$537K Buy
2,430
+910
+60% +$178K 0.13% 135
2024
Q2 		$263K Buy
1,520
+31
+2% +$5.39K 0.07% 213
2024
Q1 		$284K Buy
1,489
+254
+21% +$46.3K 0.08% 172
2023
Q4 		$202K Sell
1,235
-827
-40% -$125K 0.07% 213
2023
Q3 		$289K Sell
2,062
-105
-5% -$14.9K 0.11% 162
2023
Q2 		$290K Buy
2,167
+380
+21% +$49K 0.1% 166
2023
Q1 		$234K Buy
1,787
+12
+0.7% +$1.6K 0.09% 199
2022
Q4 		$250K Sell
1,775
-1,202
-40% -$166K 0.11% 184
2022
Q3 		$354K Buy
+2,977
New +$391K 0.16% 120

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Balboa Wealth Partners's IBM Position: Q3 2026 in Review

Balboa Wealth Partners increased its IBM (IBM) stake by 1.5% in Q3 2026, buying an estimated $8.07K and bringing the position to 2,339 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #229.

Balboa Wealth Partners first reported a position in IBM in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q2 2025. 2,717 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Balboa Wealth Partners held 2,339 shares of IBM worth $514K as of Q3 2026.
  • Balboa Wealth Partners bought 34 IBM shares in Q3 2026, an estimated $8.07K.
  • IBM made up 0.07% of Balboa Wealth Partners's portfolio in Q3 2026, its #229 holding.
  • Balboa Wealth Partners first reported a position in IBM in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's IBM position peaked at $1.06M in Q2 2025.
  • 2,717 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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