Baugh & Associates’s IBM IBM Stock Holding History

Baugh & Associates’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	$336K	Hold	1,527	–	–	0.15%	38
2026 Q2	$429K	Hold	1,527	–	–	0.19%	37
2026 Q1	$370K	Hold	1,527	–	–	0.16%	36
2025 Q4	$452K	Hold	1,527	–	–	0.22%	33
2025 Q3	$431K	Hold	1,527	–	–	0.21%	33
2025 Q2	$450K	Hold	1,527	–	–	0.23%	34
2025 Q1	$380K	Hold	1,527	–	–	0.19%	33
2024 Q4	$336K	Hold	1,527	–	–	0.17%	35
2024 Q3	$269K	Buy	1,527 +308	+25%	+$60.4K	0.14%	38
2024 Q2	$264K	Sell	1,219 -308	-20%	-$53.5K	0.14%	38
2024 Q1	$292K	Buy	+1,527	New	+$279K	0.16%	36

Other funds holding IBM

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Baugh & Associates's IBM Position: Q3 2026 in Review

Baugh & Associates held its IBM (IBM) position steady in Q3 2026 at 1,527 shares worth $336K. The position accounts for 0.15% of the portfolio, ranked #38.

Baugh & Associates first reported a position in IBM in Q1 2024 and has held it in 11 quarters since. The position peaked at $452K in Q4 2025. 1,619 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Baugh & Associates held 1,527 shares of IBM worth $336K as of Q3 2026.
Baugh & Associates left its IBM share count unchanged in Q3 2026.
IBM made up 0.15% of Baugh & Associates's portfolio in Q3 2026, its #38 holding.
Baugh & Associates first reported a position in IBM in Q1 2024 and has held it in 11 quarters since.
Baugh & Associates's IBM position peaked at $452K in Q4 2025.
1,619 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Baugh & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.