Boit C.F. David’s IBM IBM Stock Holding History

Boit C.F. David’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	$788K	Hold	3,584	–	–	0.33%	53
2026 Q2	$1.01M	Hold	3,584	–	–	0.42%	49
2026 Q1	$869K	Hold	3,584	–	–	0.39%	50
2025 Q4	$1.09M	Hold	3,584	–	–	0.47%	45
2025 Q3	$1.01M	Hold	3,584	–	–	0.46%	44
2025 Q2	$1.06M	Hold	3,584	–	–	0.51%	40
2025 Q1	$891K	Hold	3,584	–	–	0.45%	40
2024 Q4	$788K	Hold	3,584	–	–	0.32%	49
2024 Q3	$788K	Hold	3,584	–	–	0.39%	45
2024 Q2	$620K	Hold	3,584	–	–	0.32%	55
2024 Q1	$589K	Hold	3,584	–	–	0.32%	52
2023 Q4	$574K	Buy	3,584 +88	+3%	+$13.3K	0.32%	51
2023 Q3	$492K	Hold	3,496	–	–	0.34%	51
2023 Q2	$468K	Hold	3,496	–	–	0.31%	52
2023 Q1	$442K	Hold	3,496	–	–	0.3%	52
2022 Q4	$493K	Hold	3,496	–	–	0.35%	48
2022 Q3	$415K	Buy	+3,496	New	+$459K	0.34%	50
2022 Q1	$455K	Sell	3,496 -288	-8%	-$37.6K	0.3%	54
2021 Q4	$506K	Sell	3,784 -174	-4%	-$21.8K	0.32%	55
2021 Q3	$542K	Buy	3,958 +209	+6%	+$27.9K	0.37%	49
2021 Q2	$525K	Buy	+3,749	New	+$513K	0.4%	46

Other funds holding IBM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Boit C.F. David's IBM Position: Q3 2026 in Review

Boit C.F. David held its IBM (IBM) position steady in Q3 2026 at 3,584 shares worth $788K. The position accounts for 0.33% of the portfolio, ranked #53.

Boit C.F. David first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q4 2025. 1,896 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Boit C.F. David held 3,584 shares of IBM worth $788K as of Q3 2026.
Boit C.F. David left its IBM share count unchanged in Q3 2026.
IBM made up 0.33% of Boit C.F. David's portfolio in Q3 2026, its #53 holding.
Boit C.F. David first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
Boit C.F. David's IBM position peaked at $1.09M in Q4 2025.
1,896 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.