Dakota Wealth Management
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Dakota Wealth Management’s IBM IBM Stock Holding History

Dakota 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 		$4.35M Sell
19,782
-8,794
-31% -$2.09M 0.08% 203
2026
Q2 		$8.04M Sell
28,576
-2,763
-9% -$696K 0.15% 138
2026
Q1 		$7.6M Sell
31,339
-25,341
-45% -$6.86M 0.16% 129
2025
Q4 		$16.8M Buy
56,680
+19,631
+53% +$5.88M 0.3% 61
2025
Q3 		$10.5M Sell
37,049
-43,802
-54% -$11.5M 0.21% 90
2025
Q2 		$23.8M Buy
80,851
+43,662
+117% +$11.2M 0.5% 46
2025
Q1 		$9.25M Sell
37,189
-8,882
-19% -$2.17M 0.22% 95
2024
Q4 		$10.1M Sell
46,071
-23,936
-34% -$5.33M 0.23% 92
2024
Q3 		$15.5M Sell
70,007
-1,921
-3% -$377K 0.35% 61
2024
Q2 		$12.4M Sell
71,928
-37,139
-34% -$6.45M 0.29% 76
2024
Q1 		$20.8M Buy
109,067
+101,209
+1,288% +$18.5M 0.52% 38
2023
Q4 		$1.29M Buy
7,858
+2,322
+42% +$351K 0.05% 274
2023
Q3 		$777K Buy
5,536
+1,492
+37% +$212K 0.03% 328
2023
Q2 		$541K Buy
4,044
+1,521
+60% +$196K 0.03% 365
2023
Q1 		$331K Buy
2,523
+152
+6% +$20.3K 0.02% 450
2022
Q4 		$334K Sell
2,371
-7,639
-76% -$1.05M 0.02% 427
2022
Q3 		$1.19M Buy
+10,010
New +$1.31M 0.1% 199
2020
Q4 		– Sell
-4,448
Closed -$517K – 331
2020
Q3 		$517K Sell
4,448
-18,057
-80% -$2.13M 0.08% 177
2020
Q2 		$2.6M Sell
22,505
-3,291
-13% -$382K 0.44% 65
2020
Q1 		$2.74M Buy
25,796
+12,644
+96% +$1.6M 0.6% 50
2019
Q4 		$1.68M Sell
13,152
-2,332
-15% -$303K 0.27% 93
2019
Q3 		$2.15M Buy
15,484
+7,337
+90% +$990K 0.37% 79
2019
Q2 		$1.07M Buy
8,147
+2,352
+41% +$309K 0.21% 106
2019
Q1 		$782K Sell
5,795
-14,552
-72% -$1.85M 0.16% 135
2018
Q4 		$2.94M Sell
20,347
-486
-2% -$58.3K 0.67% 39
2018
Q3 		$3.01M Buy
+20,833
New +$2.91M 0.68% 40

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Dakota Wealth Management reduced its IBM (IBM) stake by 31% in Q3 2026, selling an estimated $2.09M and leaving 19,782 shares worth $4.35M. The position accounts for 0.08% of the portfolio, ranked #203.

Dakota Wealth Management first reported a position in IBM in Q3 2018 and has held it in 26 quarters since. The position peaked at $23.8M in Q2 2025. 2,717 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Dakota Wealth Management held 19,782 shares of IBM worth $4.35M as of Q3 2026.
  • Dakota Wealth Management sold 8,794 IBM shares in Q3 2026, an estimated $2.09M.
  • IBM made up 0.08% of Dakota Wealth Management's portfolio in Q3 2026, its #203 holding.
  • Dakota Wealth Management first reported a position in IBM in Q3 2018 and has held it in 26 quarters since.
  • Dakota Wealth Management's IBM position peaked at $23.8M in Q2 2025.
  • 2,717 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.