Brucke Financial’s IBM IBM Stock Holding History

Brucke Financial’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	$400K	Buy	1,820 +78	+4%	+$18.5K	0.17%	95
2026 Q2	$490K	Buy	1,742 +163	+10%	+$41.1K	0.22%	83
2026 Q1	$383K	Sell	1,579 -66	-4%	-$17.9K	0.19%	96
2025 Q4	$487K	Sell	1,645 -219	-12%	-$65.6K	0.27%	82
2025 Q3	$573K	Buy	1,864 +73	+4%	+$19.1K	0.34%	63
2025 Q2	$528K	Buy	1,791 +4	+0.2%	+$1.03K	0.37%	63
2025 Q1	$432K	Buy	1,787 +110	+7%	+$26.9K	0.38%	73
2024 Q4	$429K	Buy	+1,677	New	+$373K	0.37%	76

Other funds holding IBM

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Brucke Financial's IBM Position: Q3 2026 in Review

Brucke Financial increased its IBM (IBM) stake by 4.5% in Q3 2026, buying an estimated $18.5K and bringing the position to 1,820 shares worth $400K. The position accounts for 0.17% of the portfolio, ranked #95.

Brucke Financial first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $573K in Q3 2025. 1,882 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Brucke Financial held 1,820 shares of IBM worth $400K as of Q3 2026.
Brucke Financial bought 78 IBM shares in Q3 2026, an estimated $18.5K.
IBM made up 0.17% of Brucke Financial's portfolio in Q3 2026, its #95 holding.
Brucke Financial first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Brucke Financial's IBM position peaked at $573K in Q3 2025.
1,882 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.