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

BNC 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 		– Sell
-738
Closed -$208K – 108
2026
Q2 		$208K Buy
+738
New +$186K 0.05% 103
2026
Q1 		– Sell
-771
Closed -$228K – 114
2025
Q4 		$228K Hold
771
– – 0.06% 99
2025
Q3 		$218K Hold
771
– – 0.05% 100
2025
Q2 		$227K Buy
+771
New +$199K 0.07% 84
2020
Q4 		– Sell
-9,668
Closed -$1.12M – 266
2020
Q3 		$1.12M Buy
+9,668
New +$1.14M 0.79% 36

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

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

BNC Wealth Management sold out of IBM (IBM) in Q3 2026, closing a stake of 738 shares — an estimated $208K sold.

BNC Wealth Management first reported a position in IBM in Q3 2020 and held it in 5 quarters. The position peaked at $1.12M in Q3 2020. 1,012 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • BNC Wealth Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • BNC Wealth Management sold 738 IBM shares in Q3 2026, an estimated $208K.
  • BNC Wealth Management first reported a position in IBM in Q3 2020 and held it in 5 quarters.
  • BNC Wealth Management's IBM position peaked at $1.12M in Q3 2020.
  • 1,012 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.