Cyndeo Wealth Partners
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Cyndeo Wealth Partners’s IBM IBM Stock Holding History

Cyndeo Wealth Partners’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 		$3.24M Buy
14,731
+1,497
+11% +$355K 0.15% 142
2026
Q2 		$3.72M Sell
13,234
-567
-4% -$143K 0.18% 130
2026
Q1 		$3.35M Buy
13,801
+1,167
+9% +$316K 0.18% 130
2025
Q4 		$3.74M Sell
12,634
-1,060
-8% -$317K 0.2% 114
2025
Q3 		$3.86M Sell
13,694
-282
-2% -$73.8K 0.21% 112
2025
Q2 		$4.12M Buy
13,976
+194
+1% +$50K 0.24% 107
2025
Q1 		$3.43M Sell
13,782
-196
-1% -$47.9K 0.23% 120
2024
Q4 		$3.07M Sell
13,978
-1,178
-8% -$262K 0.21% 126
2024
Q3 		$3.35M Buy
15,156
+450
+3% +$88.2K 0.23% 118
2024
Q2 		$2.54M Sell
14,706
-27,085
-65% -$4.71M 0.2% 135
2024
Q1 		$7.98M Sell
41,791
-1,920
-4% -$350K 0.66% 36
2023
Q4 		$7.15M Buy
43,711
+6,543
+18% +$989K 0.66% 36
2023
Q3 		$5.21M Buy
37,168
+23,510
+172% +$3.35M 0.54% 55
2023
Q2 		$1.83M Sell
13,658
-26,474
-66% -$3.42M 0.19% 128
2023
Q1 		$5.26M Buy
40,132
+2,898
+8% +$388K 0.57% 50
2022
Q4 		$5.25M Buy
+37,234
New +$5.14M 0.62% 51

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

Cyndeo Wealth Partners's IBM Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its IBM (IBM) stake by 11% in Q3 2026, buying an estimated $355K and bringing the position to 14,731 shares worth $3.24M. The position accounts for 0.15% of the portfolio, ranked #142.

Cyndeo Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.98M in Q1 2024. 2,079 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Cyndeo Wealth Partners held 14,731 shares of IBM worth $3.24M as of Q3 2026.
  • Cyndeo Wealth Partners bought 1,497 IBM shares in Q3 2026, an estimated $355K.
  • IBM made up 0.15% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #142 holding.
  • Cyndeo Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's IBM position peaked at $7.98M in Q1 2024.
  • 2,079 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.