Fidato Wealth
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Fidato Wealth’s IBM IBM Stock Holding History

Fidato 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 		$392K Buy
+1,782
New +$423K 0.21% 16
2025
Q2 		– Sell
-1,824
Closed -$454K – 15
2025
Q1 		$454K Buy
1,824
+42
+2% +$10.3K 0.35% 15
2024
Q4 		$392K Buy
+1,782
New +$397K 0.29% 14

Other funds holding IBM

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

Fidato Wealth's IBM Position: Q3 2026 in Review

Fidato Wealth opened a new position in IBM (IBM) in Q3 2026: 1,782 shares worth $392K. The stake represents 0.21% of the portfolio and ranks #16 among its holdings. This is a return to the name: Fidato Wealth previously reported a position in IBM as recently as Q1 2025.

Fidato Wealth first reported a position in IBM in Q4 2024 and has held it in 3 quarters since. The position peaked at $454K in Q1 2025. 1,483 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Fidato Wealth held 1,782 shares of IBM worth $392K as of Q3 2026.
  • IBM was a new Fidato Wealth position in Q3 2026.
  • IBM made up 0.21% of Fidato Wealth's portfolio in Q3 2026, its #16 holding.
  • Fidato Wealth first reported a position in IBM in Q4 2024 and has held it in 3 quarters since.
  • Fidato Wealth's IBM position peaked at $454K in Q1 2025.
  • 1,483 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.