Broadway Wealth Solutions
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Broadway Wealth Solutions’s IBM IBM Stock Holding History

Broadway 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 		$672K Buy
3,057
+28
+0.9% +$6.65K 0.3% 30
2026
Q2 		$852K Buy
3,029
+5
+0.2% +$1.26K 0.4% 25
2026
Q1 		$733K Buy
3,024
+201
+7% +$54.4K 0.38% 24
2025
Q4 		$836K Sell
2,823
-55
-2% -$16.5K 0.45% 24
2025
Q3 		$812K Buy
2,878
+481
+20% +$126K 0.46% 24
2025
Q2 		$707K Buy
2,397
+242
+11% +$62.3K 0.44% 23
2025
Q1 		$536K Buy
2,155
+213
+11% +$52.1K 0.39% 22
2024
Q4 		$427K Buy
+1,942
New +$433K 0.32% 30

Other funds holding IBM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Broadway Wealth Solutions's IBM Position: Q3 2026 in Review

Broadway Wealth Solutions increased its IBM (IBM) stake by 0.92% in Q3 2026, buying an estimated $6.65K and bringing the position to 3,057 shares worth $672K. The position accounts for 0.3% of the portfolio, ranked #30.

Broadway Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $852K in Q2 2026. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Broadway Wealth Solutions held 3,057 shares of IBM worth $672K as of Q3 2026.
  • Broadway Wealth Solutions bought 28 IBM shares in Q3 2026, an estimated $6.65K.
  • IBM made up 0.3% of Broadway Wealth Solutions's portfolio in Q3 2026, its #30 holding.
  • Broadway Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's IBM position peaked at $852K in Q2 2026.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.