Financial Insights
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Financial Insights’s IBM IBM Stock Holding History

Financial Insights’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 		$291K Hold
1,325
– – 0.07% 114
2026
Q2 		$373K Buy
1,325
+142
+12% +$35.8K 0.1% 105
2026
Q1 		$287K Hold
1,183
– – 0.09% 107
2025
Q4 		$350K Buy
1,183
+119
+11% +$35.6K 0.12% 93
2025
Q3 		$300K Buy
1,064
+150
+16% +$39.3K 0.1% 100
2025
Q2 		$269K Hold
914
– – 0.1% 99
2025
Q1 		$227K Hold
914
– – 0.09% 99
2024
Q4 		$201K Hold
914
– – 0.07% 107
2024
Q3 		$202K Buy
+914
New +$179K 0.06% 143

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

Financial Insights's IBM Position: Q3 2026 in Review

Financial Insights held its IBM (IBM) position steady in Q3 2026 at 1,325 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #114.

Financial Insights first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $373K in Q2 2026. 1,483 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Financial Insights held 1,325 shares of IBM worth $291K as of Q3 2026.
  • Financial Insights left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.07% of Financial Insights's portfolio in Q3 2026, its #114 holding.
  • Financial Insights first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
  • Financial Insights's IBM position peaked at $373K in Q2 2026.
  • 1,483 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Financial Insights's 13F filing for Q3 2026, filed 27 Oct 2026.