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

Biltmore 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 		$263K Buy
1,196
+8
+0.7% +$1.9K 0.08% 54
2026
Q2 		$334K Sell
1,188
-45
-4% -$11.3K 0.1% 49
2026
Q1 		$299K Hold
1,233
– – 0.11% 53
2025
Q4 		$365K Sell
1,233
-16
-1% -$4.79K 0.14% 48
2025
Q3 		$352K Hold
1,249
– – 0.13% 49
2025
Q2 		$368K Hold
1,249
– – 0.15% 49
2025
Q1 		$311K Buy
1,249
+15
+1% +$3.67K 0.13% 50
2024
Q4 		$271K Buy
1,234
+46
+4% +$10.2K 0.11% 50
2024
Q3 		$263K Hold
1,188
– – 0.11% 51
2024
Q2 		$205K Buy
+1,188
New +$206K 0.09% 53
2018
Q2 		– Sell
-3,836
Closed -$563K – 40
2018
Q1 		$563K Buy
3,836
+37
+1% +$5.6K 0.53% 25
2017
Q4 		$557K Sell
3,799
-11
-0.3% -$1.6K 0.5% 24
2017
Q3 		$528K Sell
3,810
-2,003
-34% -$279K 0.56% 24
2017
Q2 		$855K Buy
5,813
+138
+2% +$20.8K 0.96% 14
2017
Q1 		$945K Buy
+5,675
New +$952K 0.87% 11

Other funds holding IBM

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
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
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Biltmore Wealth Management increased its IBM (IBM) stake by 0.67% in Q3 2026, buying an estimated $1.9K and bringing the position to 1,196 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #54.

Biltmore Wealth Management first reported a position in IBM in Q1 2017 and has held it in 15 quarters since. The position peaked at $945K in Q1 2017. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Biltmore Wealth Management held 1,196 shares of IBM worth $263K as of Q3 2026.
  • Biltmore Wealth Management bought 8 IBM shares in Q3 2026, an estimated $1.9K.
  • IBM made up 0.08% of Biltmore Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Biltmore Wealth Management first reported a position in IBM in Q1 2017 and has held it in 15 quarters since.
  • Biltmore Wealth Management's IBM position peaked at $945K in Q1 2017.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.