Consilium Wealth Advisory
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Consilium Wealth Advisory’s IBM IBM Stock Holding History

Consilium Wealth Advisory’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 		$210K Hold
955
– – 0.06% 100
2026
Q2 		$269K Buy
955
+39
+4% +$9.8K 0.08% 95
2026
Q1 		$222K Buy
+916
New +$248K 0.08% 98

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Consilium Wealth Advisory's IBM Position: Q3 2026 in Review

Consilium Wealth Advisory held its IBM (IBM) position steady in Q3 2026 at 955 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #100.

Consilium Wealth Advisory first reported a position in IBM in Q1 2026 and has held it in 3 quarters since. The position peaked at $269K in Q2 2026. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Consilium Wealth Advisory held 955 shares of IBM worth $210K as of Q3 2026.
  • Consilium Wealth Advisory left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.06% of Consilium Wealth Advisory's portfolio in Q3 2026, its #100 holding.
  • Consilium Wealth Advisory first reported a position in IBM in Q1 2026 and has held it in 3 quarters since.
  • Consilium Wealth Advisory's IBM position peaked at $269K in Q2 2026.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.