Discipline Wealth Solutions
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Discipline Wealth Solutions’s IBM IBM Stock Holding History

Discipline Wealth Solutions’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 		$211K Sell
960
-11
-1% -$2.61K 0.02% 194
2026
Q2 		$273K Sell
971
-160
-14% -$40.3K 0.02% 173
2026
Q1 		$274K Buy
1,131
+273
+32% +$73.9K 0.03% 161
2025
Q4 		$254K Buy
858
+141
+20% +$42.2K 0.05% 148
2025
Q3 		$202K Buy
+717
New +$188K 0.05% 152

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Discipline Wealth Solutions's IBM Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its IBM (IBM) stake by 1.1% in Q3 2026, selling an estimated $2.61K and leaving 960 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #194.

Discipline Wealth Solutions first reported a position in IBM in Q3 2025 and has held it in 5 quarters since. The position peaked at $274K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Discipline Wealth Solutions held 960 shares of IBM worth $211K as of Q3 2026.
  • Discipline Wealth Solutions sold 11 IBM shares in Q3 2026, an estimated $2.61K.
  • IBM made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #194 holding.
  • Discipline Wealth Solutions first reported a position in IBM in Q3 2025 and has held it in 5 quarters since.
  • Discipline Wealth Solutions's IBM position peaked at $274K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.