Blue Zone Wealth Advisors
IBM icon

Blue Zone Wealth Advisors’s IBM IBM Stock Holding History

Blue Zone Wealth Advisors’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 		– Sell
-789
Closed -$222K – 134
2026
Q2 		$222K Buy
+789
New +$199K 0.04% 120
2026
Q1 		– Sell
-785
Closed -$233K – 137
2025
Q4 		$233K Sell
785
-95
-11% -$28.5K 0.04% 125
2025
Q3 		$248K Hold
880
– – 0.05% 115
2025
Q2 		$259K Hold
880
– – 0.06% 95
2025
Q1 		$219K Sell
880
-220
-20% -$53.8K 0.06% 96
2024
Q4 		$242K Buy
+1,100
New +$245K 0.07% 93

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Blue Zone Wealth Advisors's IBM Position: Q3 2026 in Review

Blue Zone Wealth Advisors sold out of IBM (IBM) in Q3 2026, closing a stake of 789 shares — an estimated $222K sold.

Blue Zone Wealth Advisors first reported a position in IBM in Q4 2024 and held it in 6 quarters. The position peaked at $259K in Q2 2025. 2,640 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Blue Zone Wealth Advisors reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 789 IBM shares in Q3 2026, an estimated $222K.
  • Blue Zone Wealth Advisors first reported a position in IBM in Q4 2024 and held it in 6 quarters.
  • Blue Zone Wealth Advisors's IBM position peaked at $259K in Q2 2025.
  • 2,640 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.