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

Baron 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 		$242K Sell
1,102
-501
-31% -$119K 0.06% 242
2026
Q2 		$451K Buy
1,603
+130
+9% +$32.8K 0.12% 122
2026
Q1 		$357K Sell
1,473
-113
-7% -$30.6K 0.11% 157
2025
Q4 		$470K Buy
1,586
+772
+95% +$231K 0.14% 108
2025
Q3 		$230K Sell
814
-4
-0.5% -$1.05K 0.08% 203
2025
Q2 		$241K Buy
+818
New +$211K 0.09% 179

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

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

Baron Wealth Management reduced its IBM (IBM) stake by 31% in Q3 2026, selling an estimated $119K and leaving 1,102 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #242.

Baron Wealth Management first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $470K in Q4 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Baron Wealth Management held 1,102 shares of IBM worth $242K as of Q3 2026.
  • Baron Wealth Management sold 501 IBM shares in Q3 2026, an estimated $119K.
  • IBM made up 0.06% of Baron Wealth Management's portfolio in Q3 2026, its #242 holding.
  • Baron Wealth Management first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • Baron Wealth Management's IBM position peaked at $470K in Q4 2025.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.