Eagle Bluffs Wealth Management’s IBM IBM Stock Holding History

Eagle Bluffs Wealth Management’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	$362K	Buy	1,644 +68	+4%	+$16.1K	0.12%	72
2026 Q2	$443K	Hold	1,576	–	–	0.15%	65
2026 Q1	$382K	Sell	1,576 -4	-0.3%	-$1.08K	0.15%	68
2025 Q4	$468K	Hold	1,580	–	–	0.19%	64
2025 Q3	$446K	Hold	1,580	–	–	0.19%	63
2025 Q2	$466K	Buy	1,580 +8	+0.5%	+$2.06K	0.22%	60
2025 Q1	$391K	Buy	1,572 +1	+0.1%	+$245	0.21%	63
2024 Q4	$345K	Buy	1,571 +4	+0.3%	+$891	0.19%	62
2024 Q3	$346K	Buy	1,567 +54	+4%	+$10.6K	0.19%	63
2024 Q2	$262K	Buy	1,513 +44	+3%	+$7.64K	0.15%	67
2024 Q1	$281K	Hold	1,469	–	–	0.17%	64
2023 Q4	$240K	Hold	1,469	–	–	0.16%	64
2023 Q3	$206K	Buy	+1,469	New	+$209K	0.16%	65

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Eagle Bluffs Wealth Management's IBM Position: Q3 2026 in Review

Eagle Bluffs Wealth Management increased its IBM (IBM) stake by 4.3% in Q3 2026, buying an estimated $16.1K and bringing the position to 1,644 shares worth $362K. The position accounts for 0.12% of the portfolio, ranked #72.

Eagle Bluffs Wealth Management first reported a position in IBM in Q3 2023 and has held it in 13 quarters since. The position peaked at $468K in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Eagle Bluffs Wealth Management held 1,644 shares of IBM worth $362K as of Q3 2026.
Eagle Bluffs Wealth Management bought 68 IBM shares in Q3 2026, an estimated $16.1K.
IBM made up 0.12% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #72 holding.
Eagle Bluffs Wealth Management first reported a position in IBM in Q3 2023 and has held it in 13 quarters since.
Eagle Bluffs Wealth Management's IBM position peaked at $468K in Q4 2025.
2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.