Birch Financial Group
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Birch Financial Group’s IBM IBM Stock Holding History

Birch Financial Group’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 		$230K Sell
1,047
-782
-43% -$186K 0.11% 119
2026
Q2 		$514K Sell
1,829
-79
-4% -$19.9K 0.26% 67
2026
Q1 		$463K Sell
1,908
-447
-19% -$121K 0.27% 75
2025
Q4 		$697K Buy
2,355
+1,229
+109% +$368K 0.4% 54
2025
Q3 		$318K Buy
1,126
+118
+12% +$30.9K 0.19% 87
2025
Q2 		$297K Buy
1,008
+19
+2% +$4.9K 0.24% 80
2025
Q1 		$246K Buy
+989
New +$242K 0.22% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Birch Financial Group's IBM Position: Q3 2026 in Review

Birch Financial Group reduced its IBM (IBM) stake by 43% in Q3 2026, selling an estimated $186K and leaving 1,047 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #119.

Birch Financial Group first reported a position in IBM in Q1 2025 and has held it in 7 quarters since. The position peaked at $697K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Birch Financial Group held 1,047 shares of IBM worth $230K as of Q3 2026.
  • Birch Financial Group sold 782 IBM shares in Q3 2026, an estimated $186K.
  • IBM made up 0.11% of Birch Financial Group's portfolio in Q3 2026, its #119 holding.
  • Birch Financial Group first reported a position in IBM in Q1 2025 and has held it in 7 quarters since.
  • Birch Financial Group's IBM position peaked at $697K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.