Burk Holdings
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Burk Holdings’s IBM IBM Stock Holding History

Burk Holdings’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 		$121K Sell
552
-139
-20% -$33K 0.04% 109
2026
Q2 		$194K Hold
691
– – 0.07% 78
2026
Q1 		$167K Sell
691
-21
-3% -$5.68K 0.07% 81
2025
Q4 		$211K Buy
+712
New +$213K 0.1% 76
2025
Q1 		– Sell
-950
Closed -$209K – 59
2024
Q4 		$209K Buy
+950
New +$212K 0.17% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Burk Holdings's IBM Position: Q3 2026 in Review

Burk Holdings reduced its IBM (IBM) stake by 20% in Q3 2026, selling an estimated $33K and leaving 552 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #109.

Burk Holdings first reported a position in IBM in Q4 2024 and has held it in 5 quarters since. The position peaked at $211K in Q4 2025. 2,348 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Burk Holdings held 552 shares of IBM worth $121K as of Q3 2026.
  • Burk Holdings sold 139 IBM shares in Q3 2026, an estimated $33K.
  • IBM made up 0.04% of Burk Holdings's portfolio in Q3 2026, its #109 holding.
  • Burk Holdings first reported a position in IBM in Q4 2024 and has held it in 5 quarters since.
  • Burk Holdings's IBM position peaked at $211K in Q4 2025.
  • 2,348 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.