Canvas Wealth Advisors
IBM icon

Canvas Wealth Advisors’s IBM IBM Stock Holding History

Canvas Wealth Advisors’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 		$330K Sell
1,276
-277
-18% -$65.8K 0.04% 178
2026
Q2 		$437K Buy
1,553
+86
+6% +$21.7K 0.06% 154
2026
Q1 		$356K Sell
1,467
-54
-4% -$14.6K 0.06% 159
2025
Q4 		$451K Sell
1,521
-45
-3% -$13.5K 0.08% 124
2025
Q3 		$452K Sell
1,566
-19
-1% -$4.97K 0.08% 121
2025
Q2 		$417K Buy
1,585
+315
+25% +$81.2K 0.08% 120
2025
Q1 		$306K Buy
1,270
+169
+15% +$41.3K 0.08% 133
2024
Q4 		$242K Buy
1,101
+177
+19% +$39.4K 0.06% 149
2024
Q3 		$204K Buy
+924
New +$181K 0.06% 169

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

Canvas Wealth Advisors's IBM Position: Q3 2026 in Review

Canvas Wealth Advisors reduced its IBM (IBM) stake by 18% in Q3 2026, selling an estimated $65.8K and leaving 1,276 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #178.

Canvas Wealth Advisors first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $452K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Canvas Wealth Advisors held 1,276 shares of IBM worth $330K as of Q3 2026.
  • Canvas Wealth Advisors sold 277 IBM shares in Q3 2026, an estimated $65.8K.
  • IBM made up 0.04% of Canvas Wealth Advisors's portfolio in Q3 2026, its #178 holding.
  • Canvas Wealth Advisors first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
  • Canvas Wealth Advisors's IBM position peaked at $452K in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Canvas Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.