Boyd Wealth Management’s IBM IBM Stock Holding History

Boyd 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	$296K	Buy	1,348 +9	+0.7%	+$2.14K	0.1%	55
2026 Q2	$377K	Buy	1,339 +6	+0.5%	+$1.51K	0.14%	43
2026 Q1	$323K	Hold	1,333	–	–	0.14%	44
2025 Q4	$395K	Hold	1,333	–	–	0.17%	42
2025 Q3	$376K	Hold	1,333	–	–	0.16%	43
2025 Q2	$393K	Hold	1,333	–	–	0.17%	42
2025 Q1	$331K	Hold	1,333	–	–	0.17%	39
2024 Q4	$293K	Hold	1,333	–	–	0.14%	41
2024 Q3	$295K	Hold	1,333	–	–	0.15%	42
2024 Q2	$231K	Hold	1,333	–	–	0.13%	42
2024 Q1	$255K	Hold	1,333	–	–	0.15%	39
2023 Q4	$218K	Buy	+1,333	New	+$201K	0.14%	39

Other funds holding IBM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Boyd Wealth Management increased its IBM (IBM) stake by 0.67% in Q3 2026, buying an estimated $2.14K and bringing the position to 1,348 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #55.

Boyd Wealth Management first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $395K in Q4 2025. 724 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Boyd Wealth Management held 1,348 shares of IBM worth $296K as of Q3 2026.
Boyd Wealth Management bought 9 IBM shares in Q3 2026, an estimated $2.14K.
IBM made up 0.1% of Boyd Wealth Management's portfolio in Q3 2026, its #55 holding.
Boyd Wealth Management first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
Boyd Wealth Management's IBM position peaked at $395K in Q4 2025.
724 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.