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ERn Financial LLC’s IBM IBM Stock Holding History

ERn Financial LLC’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 		$537K Buy
2,443
+29
+1% +$6.89K 0.09% 109
2026
Q2 		$679K Buy
2,414
+1,206
+100% +$304K 0.11% 101
2026
Q1 		$293K Buy
1,208
+5
+0.4% +$1.35K 0.06% 125
2025
Q4 		$356K Sell
1,203
-7
-0.6% -$2.1K 0.07% 114
2025
Q3 		$341K Sell
1,210
-17
-1% -$4.45K 0.07% 113
2025
Q2 		$362K Sell
1,227
-138
-10% -$35.6K 0.08% 111
2025
Q1 		$339K Sell
1,365
-84
-6% -$20.5K 0.05% 155
2024
Q4 		$318K Sell
1,449
-162
-10% -$36.1K 0.05% 164
2024
Q3 		$356K Buy
1,611
+6
+0.4% +$1.18K 0.05% 159
2024
Q2 		$278K Buy
1,605
+21
+1% +$3.65K 0.05% 163
2024
Q1 		$302K Buy
1,584
+6
+0.4% +$1.1K 0.05% 157
2023
Q4 		$263K Sell
1,578
-246
-13% -$37.2K 0.05% 160
2023
Q3 		$256K Sell
1,824
-2
-0.1% -$285 0.06% 153
2023
Q2 		$244K Buy
1,826
+8
+0.4% +$1.03K 0.05% 161
2023
Q1 		$238K Sell
1,818
-68
-4% -$9.1K 0.05% 160
2022
Q4 		$266K Buy
1,886
+76
+4% +$10.5K 0.06% 155
2022
Q3 		$215K Buy
1,810
+71
+4% +$9.32K 0.06% 155
2022
Q2 		$246K Buy
1,739
+165
+10% +$22.3K 0.06% 146
2022
Q1 		$205K Sell
1,574
-17
-1% -$2.22K 0.05% 167
2021
Q4 		$213K Buy
+1,591
New +$200K 0.05% 150
2020
Q1 		– Sell
-2,697
Closed -$346K – 73
2019
Q4 		$346K Buy
+2,697
New +$351K 0.2% 49

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ERn Financial LLC's IBM Position: Q3 2026 in Review

ERn Financial LLC increased its IBM (IBM) stake by 1.2% in Q3 2026, buying an estimated $6.89K and bringing the position to 2,443 shares worth $537K. The position accounts for 0.09% of the portfolio, ranked #109.

ERn Financial LLC first reported a position in IBM in Q4 2019 and has held it in 21 quarters since. The position peaked at $679K in Q2 2026. 2,121 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • ERn Financial LLC held 2,443 shares of IBM worth $537K as of Q3 2026.
  • ERn Financial LLC bought 29 IBM shares in Q3 2026, an estimated $6.89K.
  • IBM made up 0.09% of ERn Financial LLC's portfolio in Q3 2026, its #109 holding.
  • ERn Financial LLC first reported a position in IBM in Q4 2019 and has held it in 21 quarters since.
  • ERn Financial LLC's IBM position peaked at $679K in Q2 2026.
  • 2,121 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.