Challenger Wealth Management’s IBM IBM Stock Holding History

Challenger 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	$418K	Buy	1,901 +99	+5%	+$23.5K	0.31%	49
2026 Q2	$507K	Buy	1,802 +42	+2%	+$10.6K	0.37%	44
2026 Q1	$426K	Sell	1,760 -67	-4%	-$18.1K	0.34%	45
2025 Q4	$541K	Sell	1,827 -3	-0.2%	-$898	0.41%	39
2025 Q3	$516K	Buy	1,830 +17	+0.9%	+$4.45K	0.4%	41
2025 Q2	$535K	Buy	1,813 +6	+0.3%	+$1.55K	0.37%	45
2025 Q1	$449K	Sell	1,807 -4	-0.2%	-$978	0.36%	52
2024 Q4	$398K	Buy	+1,811	New	+$403K	0.34%	57

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Challenger Wealth Management's IBM Position: Q3 2026 in Review

Challenger Wealth Management increased its IBM (IBM) stake by 5.5% in Q3 2026, buying an estimated $23.5K and bringing the position to 1,901 shares worth $418K. The position accounts for 0.31% of the portfolio, ranked #49.

Challenger Wealth Management first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $541K in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Challenger Wealth Management held 1,901 shares of IBM worth $418K as of Q3 2026.
Challenger Wealth Management bought 99 IBM shares in Q3 2026, an estimated $23.5K.
IBM made up 0.31% of Challenger Wealth Management's portfolio in Q3 2026, its #49 holding.
Challenger Wealth Management first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's IBM position peaked at $541K in Q4 2025.
2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.