DeDora Capital
IBM icon

DeDora Capital’s IBM IBM Stock Holding History

DeDora Capital’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 		$29.7K Buy
+135
New +$32.1K 0.01% 216
2022
Q2 		– Sell
-35
Closed -$5K – 233
2022
Q1 		$5K Buy
+35
New +$4.56K ﹤0.01% 344
2020
Q4 		– Sell
-1,851
Closed -$215K – 92
2020
Q3 		$215K Buy
1,851
+23
+1% +$2.71K 0.12% 86
2020
Q2 		$211K Sell
1,828
-434
-19% -$50.4K 0.13% 88
2020
Q1 		$240K Buy
2,262
+29
+1% +$3.67K 0.18% 77
2019
Q4 		$286K Buy
+2,233
New +$290K 0.17% 85

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

DeDora Capital's IBM Position: Q3 2026 in Review

DeDora Capital opened a new position in IBM (IBM) in Q3 2026: 135 shares worth $29.7K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings. This is a return to the name: DeDora Capital previously reported a position in IBM as recently as Q1 2022.

DeDora Capital first reported a position in IBM in Q4 2019 and has held it in 6 quarters since. The position peaked at $286K in Q4 2019. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • DeDora Capital held 135 shares of IBM worth $29.7K as of Q3 2026.
  • IBM was a new DeDora Capital position in Q3 2026.
  • IBM made up 0.01% of DeDora Capital's portfolio in Q3 2026, its #216 holding.
  • DeDora Capital first reported a position in IBM in Q4 2019 and has held it in 6 quarters since.
  • DeDora Capital's IBM position peaked at $286K in Q4 2019.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.