Cove Private Wealth
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Cove Private Wealth’s IBM IBM Stock Holding History

Cove Private Wealth’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 		$429K Hold
1,949
– – 0.08% 158
2026
Q2 		$548K Buy
1,949
+14
+0.7% +$3.53K 0.11% 141
2026
Q1 		$469K Hold
1,935
– – 0.11% 125
2025
Q4 		$573K Buy
1,935
+611
+46% +$183K 0.17% 101
2025
Q3 		$374K Hold
1,324
– – 0.12% 118
2025
Q2 		$390K Buy
+1,324
New +$341K 0.14% 116

Other funds holding IBM

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
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Cove Private Wealth's IBM Position: Q3 2026 in Review

Cove Private Wealth held its IBM (IBM) position steady in Q3 2026 at 1,949 shares worth $429K. The position accounts for 0.08% of the portfolio, ranked #158.

Cove Private Wealth first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $573K in Q4 2025. 1,994 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Cove Private Wealth held 1,949 shares of IBM worth $429K as of Q3 2026.
  • Cove Private Wealth left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.08% of Cove Private Wealth's portfolio in Q3 2026, its #158 holding.
  • Cove Private Wealth first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • Cove Private Wealth's IBM position peaked at $573K in Q4 2025.
  • 1,994 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.