Carter Financial Group
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Carter Financial Group’s IBM IBM Stock Holding History

Carter 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 		$281K Sell
1,279
-189
-13% -$44.9K 0.14% 104
2026
Q2 		$413K Sell
1,468
-110
-7% -$27.7K 0.21% 79
2026
Q1 		$382K Sell
1,578
-156
-9% -$42.2K 0.24% 69
2025
Q4 		$514K Sell
1,734
-71
-4% -$21.3K 0.3% 55
2025
Q3 		$509K Buy
1,805
+359
+25% +$94K 0.31% 54
2025
Q2 		$426K Buy
+1,446
New +$373K 0.28% 64

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Carter Financial Group's IBM Position: Q3 2026 in Review

Carter Financial Group reduced its IBM (IBM) stake by 13% in Q3 2026, selling an estimated $44.9K and leaving 1,279 shares worth $281K. The position accounts for 0.14% of the portfolio, ranked #104.

Carter Financial Group first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $514K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Carter Financial Group held 1,279 shares of IBM worth $281K as of Q3 2026.
  • Carter Financial Group sold 189 IBM shares in Q3 2026, an estimated $44.9K.
  • IBM made up 0.14% of Carter Financial Group's portfolio in Q3 2026, its #104 holding.
  • Carter Financial Group first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's IBM position peaked at $514K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.