Define Financial
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Define Financial’s IBM IBM Stock Holding History

Define Financial’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 		$247K Buy
1,122
+123
+12% +$29.2K 0.1% 48
2026
Q2 		$281K Buy
+999
New +$252K 0.13% 42

Other funds holding IBM

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Define Financial's IBM Position: Q3 2026 in Review

Define Financial increased its IBM (IBM) stake by 12% in Q3 2026, buying an estimated $29.2K and bringing the position to 1,122 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #48.

Define Financial first reported a position in IBM in Q2 2026 and has held it in 2 quarters since. The position peaked at $281K in Q2 2026. 1,882 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Define Financial held 1,122 shares of IBM worth $247K as of Q3 2026.
  • Define Financial bought 123 IBM shares in Q3 2026, an estimated $29.2K.
  • IBM made up 0.1% of Define Financial's portfolio in Q3 2026, its #48 holding.
  • Define Financial first reported a position in IBM in Q2 2026 and has held it in 2 quarters since.
  • Define Financial's IBM position peaked at $281K in Q2 2026.
  • 1,882 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.