Bernardo Wealth Planning
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Bernardo Wealth Planning’s IBM IBM Stock Holding History

Bernardo Wealth Planning’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 		$629K Buy
2,860
+1,439
+101% +$342K 0.05% 107
2026
Q2 		$400K Buy
1,421
+97
+7% +$24.4K 0.07% 91
2026
Q1 		$321K Buy
1,324
+12
+0.9% +$3.25K 0.06% 95
2025
Q4 		$389K Buy
1,312
+29
+2% +$8.68K 0.07% 88
2025
Q3 		$362K Buy
1,283
+10
+0.8% +$2.62K 0.07% 86
2025
Q2 		$375K Buy
1,273
+46
+4% +$11.9K 0.08% 79
2025
Q1 		$305K Buy
1,227
+36
+3% +$8.81K 0.07% 89
2024
Q4 		$262K Buy
1,191
+28
+2% +$6.24K 0.06% 95
2024
Q3 		$271K Hold
1,163
– – 0.07% 92
2024
Q2 		$201K Hold
1,163
– – 0.05% 100
2024
Q1 		$222K Buy
+1,163
New +$212K 0.06% 93
2021
Q1 		– Sell
-2,218
Closed -$266K – 105
2020
Q4 		$266K Sell
2,218
-856
-28% -$98.9K 0.1% 146
2020
Q3 		$357K Buy
3,074
+208
+7% +$24.5K 0.16% 103
2020
Q2 		$330K Sell
2,866
-179
-6% -$20.8K 0.18% 108
2020
Q1 		$322K Sell
3,045
-447
-13% -$56.5K 0.22% 104
2019
Q4 		$447K Hold
3,492
– – 0.27% 88
2019
Q3 		$485K Sell
3,492
-157
-4% -$21.2K 0.35% 68
2019
Q2 		$481K Sell
3,649
-159
-4% -$20.9K 0.38% 67
2019
Q1 		$514K Sell
3,808
-215
-5% -$27.4K 0.41% 60
2018
Q4 		$437K Buy
+4,023
New +$483K 0.39% 63

Other funds holding IBM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Bernardo Wealth Planning's IBM Position: Q3 2026 in Review

Bernardo Wealth Planning increased its IBM (IBM) stake by 101% in Q3 2026, buying an estimated $342K and bringing the position to 2,860 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #107.

Bernardo Wealth Planning first reported a position in IBM in Q4 2018 and has held it in 20 quarters since. 1,283 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Bernardo Wealth Planning held 2,860 shares of IBM worth $629K as of Q3 2026.
  • Bernardo Wealth Planning bought 1,439 IBM shares in Q3 2026, an estimated $342K.
  • IBM made up 0.05% of Bernardo Wealth Planning's portfolio in Q3 2026, its #107 holding.
  • Bernardo Wealth Planning first reported a position in IBM in Q4 2018 and has held it in 20 quarters since.
  • 1,283 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.