Elevatus Welath Management
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Elevatus Welath Management’s IBM IBM Stock Holding History

Elevatus Welath 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 		– Sell
-791
Closed -$223K – 265
2026
Q2 		$223K Buy
+791
New +$199K 0.05% 227
2026
Q1 		– Sell
-684
Closed -$203K – 155
2025
Q4 		$203K Buy
+684
New +$205K 0.06% 153
2025
Q2 		– Sell
-11,089
Closed -$2.76M – 123
2025
Q1 		$2.76M Sell
11,089
-11,495
-51% -$2.81M 1.56% 14
2024
Q4 		$4.96M Sell
22,584
-10,107
-31% -$2.25M 1.7% 17
2024
Q3 		$7.23M Buy
+32,691
New +$6.41M 2.36% 13

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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

Elevatus Welath Management's IBM Position: Q3 2026 in Review

Elevatus Welath Management sold out of IBM (IBM) in Q3 2026, closing a stake of 791 shares — an estimated $223K sold.

Elevatus Welath Management first reported a position in IBM in Q3 2024 and held it in 5 quarters. The position peaked at $7.23M in Q3 2024. 1,882 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Elevatus Welath Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Elevatus Welath Management sold 791 IBM shares in Q3 2026, an estimated $223K.
  • Elevatus Welath Management first reported a position in IBM in Q3 2024 and held it in 5 quarters.
  • Elevatus Welath Management's IBM position peaked at $7.23M in Q3 2024.
  • 1,882 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.