Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s IBM IBM Stock Holding History

Cassaday & Co Wealth Management’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 		$3.12M Sell
14,196
-524
-4% -$124K 0.06% 67
2026
Q2 		$4.14M Buy
14,720
+31
+0.2% +$7.81K 0.08% 58
2026
Q1 		$3.56M Buy
14,689
+228
+2% +$61.7K 0.08% 55
2025
Q4 		$4.28M Buy
14,461
+54
+0.4% +$16.2K 0.09% 52
2025
Q3 		$4.07M Buy
14,407
+57
+0.4% +$14.9K 0.09% 55
2025
Q2 		$4.23M Buy
14,350
+4
+0% +$1.03K 0.11% 49
2025
Q1 		$3.57M Buy
14,346
+50
+0.3% +$12.2K 0.1% 47
2024
Q4 		$3.14M Buy
14,296
+1,212
+9% +$270K 0.09% 50
2024
Q3 		$2.89M Buy
13,084
+232
+2% +$45.5K 0.08% 49
2024
Q2 		$2.22M Buy
12,852
+286
+2% +$49.7K 0.07% 57
2024
Q1 		$2.4M Buy
12,566
+646
+5% +$118K 0.08% 56
2023
Q4 		$1.95M Buy
11,920
+148
+1% +$22.4K 0.07% 61
2023
Q3 		$1.65M Buy
11,772
+344
+3% +$48.9K 0.07% 58
2023
Q2 		$1.53M Sell
11,428
-405
-3% -$52.3K 0.06% 67
2023
Q1 		$1.55M Buy
11,833
+124
+1% +$16.6K 0.07% 66
2022
Q4 		$1.65M Buy
+11,709
New +$1.62M 0.08% 60

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Cassaday & Co Wealth Management's IBM Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its IBM (IBM) stake by 3.6% in Q3 2026, selling an estimated $124K and leaving 14,196 shares worth $3.12M. The position accounts for 0.06% of the portfolio, ranked #67.

Cassaday & Co Wealth Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.28M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Cassaday & Co Wealth Management held 14,196 shares of IBM worth $3.12M as of Q3 2026.
  • Cassaday & Co Wealth Management sold 524 IBM shares in Q3 2026, an estimated $124K.
  • IBM made up 0.06% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Cassaday & Co Wealth Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • Cassaday & Co Wealth Management's IBM position peaked at $4.28M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.