Brady Martz Wealth Solutions’s IBM IBM Stock Holding History

Brady Martz Wealth Solutions’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	$1.44M	Sell	6,537 -389	-6%	-$92.4K	0.21%	87
2026 Q2	$1.95M	Buy	6,926 +8	+0.1%	+$2.02K	0.29%	73
2026 Q1	$1.68M	Sell	6,918 -1,129	-14%	-$305K	0.29%	72
2025 Q4	$2.38M	Sell	8,047 -1,049	-12%	-$314K	0.42%	51
2025 Q3	$2.57M	Buy	9,096 +30	+0.3%	+$7.85K	0.47%	48
2025 Q2	$2.67M	Buy	9,066 +99	+1%	+$25.5K	0.52%	46
2025 Q1	$2.23M	Buy	8,967 +57	+0.6%	+$13.9K	0.5%	50
2024 Q4	$1.94M	Buy	+8,910	New	+$1.98M	0.47%	53

Other funds holding IBM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Brady Martz Wealth Solutions's IBM Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its IBM (IBM) stake by 5.6% in Q3 2026, selling an estimated $92.4K and leaving 6,537 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #87.

Brady Martz Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.67M in Q2 2025. 2,717 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Brady Martz Wealth Solutions held 6,537 shares of IBM worth $1.44M as of Q3 2026.
Brady Martz Wealth Solutions sold 389 IBM shares in Q3 2026, an estimated $92.4K.
IBM made up 0.21% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #87 holding.
Brady Martz Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's IBM position peaked at $2.67M in Q2 2025.
2,717 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.