Brian Low Financial Group
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Brian Low Financial Group’s IBM IBM Stock Holding History

Brian Low Financial Group’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 		$3.43M Buy
15,574
+3,931
+34% +$933K 1.91% 10
2026
Q2 		$3.27M Buy
11,643
+1,883
+19% +$474K 1.91% 9
2026
Q1 		$2.37M Buy
9,760
+773
+9% +$209K 1.61% 10
2025
Q4 		$2.66M Buy
8,987
+1,087
+14% +$326K 1.89% 10
2025
Q3 		$2.23M Buy
7,900
+3,030
+62% +$793K 1.73% 12
2025
Q2 		$1.44M Buy
+4,870
New +$1.25M 1.34% 17

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brian Low Financial Group's IBM Position: Q3 2026 in Review

Brian Low Financial Group increased its IBM (IBM) stake by 34% in Q3 2026, buying an estimated $933K and bringing the position to 15,574 shares worth $3.43M. The position accounts for 1.91% of the portfolio, ranked #10.

Brian Low Financial Group first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. 2,219 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Brian Low Financial Group held 15,574 shares of IBM worth $3.43M as of Q3 2026.
  • Brian Low Financial Group bought 3,931 IBM shares in Q3 2026, an estimated $933K.
  • IBM made up 1.91% of Brian Low Financial Group's portfolio in Q3 2026, its #10 holding.
  • Brian Low Financial Group first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • 2,219 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.