Financial Council
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Financial Council’s IBM IBM Stock Holding History

Financial Council’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
-861
Closed -$242K – 112
2026
Q2 		$242K Hold
861
– – 0.08% 96
2026
Q1 		$209K Hold
861
– – 0.08% 99
2025
Q4 		$255K Hold
861
– – 0.1% 77
2025
Q3 		$243K Hold
861
– – 0.11% 81
2025
Q2 		$254K Hold
861
– – 0.12% 73
2025
Q1 		$214K Buy
+861
New +$211K 0.12% 81

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

Financial Council's IBM Position: Q3 2026 in Review

Financial Council sold out of IBM (IBM) in Q3 2026, closing a stake of 861 shares — an estimated $242K sold.

Financial Council first reported a position in IBM in Q1 2025 and held it in 6 quarters. The position peaked at $255K in Q4 2025. 2,259 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Financial Council reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Financial Council sold 861 IBM shares in Q3 2026, an estimated $242K.
  • Financial Council first reported a position in IBM in Q1 2025 and held it in 6 quarters.
  • Financial Council's IBM position peaked at $255K in Q4 2025.
  • 2,259 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.