BOS Asset Management’s IBM IBM Stock Holding History

BOS Asset 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	$417K	Sell	1,897 -48	-2%	-$11.4K	0.1%	136
2026 Q2	$547K	Hold	1,945	–	–	0.13%	119
2026 Q1	$471K	Hold	1,945	–	–	0.12%	129
2025 Q4	$576K	Sell	1,945 -10	-0.5%	-$3K	0.15%	104
2025 Q3	$552K	Buy	1,955 +27	+1%	+$7.07K	0.16%	107
2025 Q2	$568K	Hold	1,928	–	–	0.18%	92
2025 Q1	$479K	Hold	1,928	–	–	0.16%	97
2024 Q4	$424K	Sell	1,928 -56	-3%	-$12.5K	0.15%	102
2024 Q3	$439K	Hold	1,984	–	–	0.16%	94
2024 Q2	$343K	Sell	1,984 -35	-2%	-$6.08K	0.16%	98
2024 Q1	$386K	Hold	2,019	–	–	0.2%	78
2023 Q4	$330K	Hold	2,019	–	–	0.23%	99
2023 Q3	$283K	Hold	2,019	–	–	0.21%	104
2023 Q2	$270K	Hold	2,019	–	–	0.21%	98
2023 Q1	$265K	Hold	2,019	–	–	0.22%	100
2022 Q4	$284K	Buy	+2,019	New	+$279K	0.25%	92

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

BOS Asset Management's IBM Position: Q3 2026 in Review

BOS Asset Management reduced its IBM (IBM) stake by 2.5% in Q3 2026, selling an estimated $11.4K and leaving 1,897 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #136.

BOS Asset Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $576K in Q4 2025. 2,360 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

BOS Asset Management held 1,897 shares of IBM worth $417K as of Q3 2026.
BOS Asset Management sold 48 IBM shares in Q3 2026, an estimated $11.4K.
IBM made up 0.1% of BOS Asset Management's portfolio in Q3 2026, its #136 holding.
BOS Asset Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
BOS Asset Management's IBM position peaked at $576K in Q4 2025.
2,360 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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