DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s IBM IBM Stock Holding History

DiNuzzo Private Wealth’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 		$1.3M Hold
5,907
– – 0.13% 33
2026
Q2 		$1.66M Sell
5,907
-1
-0% -$252 0.16% 31
2026
Q1 		$1.43M Hold
5,908
– – 0.15% 34
2025
Q4 		$1.75M Hold
5,908
– – 0.19% 32
2025
Q3 		$1.44M Sell
5,908
-2
-0% -$524 0.16% 33
2025
Q2 		$1.74M Buy
5,910
+2
+0% +$515 0.21% 31
2025
Q1 		$1.47M Sell
5,908
-1
-0% -$245 0.18% 32
2024
Q4 		$1.3M Hold
5,909
– – 0.16% 32
2024
Q3 		$1.31M Buy
5,909
+5,783
+4,590% +$1.13M 0.16% 34
2024
Q2 		$21.8K Buy
126
+3
+2% +$521 ﹤0.01% 137
2024
Q1 		$23.5K Buy
123
+1
+0.8% +$182 ﹤0.01% 125
2023
Q4 		$20K Buy
+122
New +$18.4K ﹤0.01% 131

Other funds holding IBM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

DiNuzzo Private Wealth's IBM Position: Q3 2026 in Review

DiNuzzo Private Wealth held its IBM (IBM) position steady in Q3 2026 at 5,907 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #33.

DiNuzzo Private Wealth first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.75M in Q4 2025. 1,290 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • DiNuzzo Private Wealth held 5,907 shares of IBM worth $1.3M as of Q3 2026.
  • DiNuzzo Private Wealth left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.13% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #33 holding.
  • DiNuzzo Private Wealth first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's IBM position peaked at $1.75M in Q4 2025.
  • 1,290 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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