Destiny Wealth Partners’s IBM IBM Stock Holding History

Destiny 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	$236K	Sell	935 -485	-34%	-$115K	0.02%	227
2026 Q2	$318K	Sell	1,420 -497	-26%	-$125K	0.04%	125
2026 Q1	$465K	Buy	1,917 +230	+14%	+$62.2K	0.05%	147
2025 Q4	$500K	Sell	1,687 -164	-9%	-$49.1K	0.06%	126
2025 Q3	$522K	Buy	1,851 +915	+98%	+$240K	0.06%	122
2025 Q2	$276K	Buy	+936	New	+$241K	0.04%	162
2023 Q1	–	Sell	-332	Closed	-$46.8K	–	376
2022 Q4	$46.8K	Buy	332 +32	+11%	+$4.41K	0.01%	301
2022 Q3	$36K	Hold	300	–	–	0.01%	305
2022 Q2	$42K	Sell	300 -13	-4%	-$1.76K	0.01%	294
2022 Q1	$41K	Buy	313 +13	+4%	+$1.7K	0.01%	328
2021 Q4	$40K	Sell	300 -145	-33%	-$18.2K	0.01%	345
2021 Q3	$59K	Buy	+445	New	+$59.5K	0.01%	259
2021 Q2	–	Sell	-445	Closed	-$57K	–	326
2021 Q1	$57K	Hold	445	–	–	0.01%	249
2020 Q4	$53K	Buy	+445	New	+$51.4K	0.01%	279

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Destiny Wealth Partners reduced its IBM (IBM) stake by 34% in Q3 2026, selling an estimated $115K and leaving 935 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #227.

Destiny Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 14 quarters since. The position peaked at $522K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Destiny Wealth Partners held 935 shares of IBM worth $236K as of Q3 2026.
Destiny Wealth Partners sold 485 IBM shares in Q3 2026, an estimated $115K.
IBM made up 0.02% of Destiny Wealth Partners's portfolio in Q3 2026, its #227 holding.
Destiny Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 14 quarters since.
Destiny Wealth Partners's IBM position peaked at $522K in Q3 2025.
2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Destiny Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.