Crown Wealth Group’s IBM IBM Stock Holding History

Crown Wealth 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	–	Sell	-873	Closed	-$245K	–	155
2026 Q2	$245K	Buy	873 +23	+3%	+$5.8K	0.06%	129
2026 Q1	$206K	Buy	850 +65	+8%	+$17.6K	0.06%	141
2025 Q4	$233K	Buy	+785	New	+$235K	0.07%	125

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

Crown Wealth Group's IBM Position: Q3 2026 in Review

Crown Wealth Group sold out of IBM (IBM) in Q3 2026, closing a stake of 873 shares — an estimated $245K sold.

Crown Wealth Group first reported a position in IBM in Q4 2025 and held it in 3 quarters. The position peaked at $245K in Q2 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Crown Wealth Group reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
Crown Wealth Group sold 873 IBM shares in Q3 2026, an estimated $245K.
Crown Wealth Group first reported a position in IBM in Q4 2025 and held it in 3 quarters.
Crown Wealth Group's IBM position peaked at $245K in Q2 2026.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.