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Financial Perspectives’s IBM IBM Stock Holding History

Financial Perspectives’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 		$51.7K Hold
235
– – 0.01% 334
2026
Q2 		$66.1K Hold
235
– – 0.02% 291
2026
Q1 		$57K Buy
235
+75
+47% +$20.3K 0.02% 295
2025
Q4 		$47.4K Hold
160
– – 0.01% 320
2025
Q3 		$45.1K Hold
160
– – 0.01% 324
2025
Q2 		$47.2K Hold
160
– – 0.01% 317
2025
Q1 		$39.8K Hold
160
– – 0.01% 323
2024
Q4 		$35.2K Hold
160
– – 0.01% 339
2024
Q3 		$35.4K Hold
160
– – 0.01% 314
2024
Q2 		$27.7K Hold
160
– – 0.01% 336
2024
Q1 		$30.6K Sell
160
-2
-1% -$365 0.01% 330
2023
Q4 		$26.5K Buy
162
+2
+1% +$302 0.01% 348
2023
Q3 		$22.4K Hold
160
– – 0.01% 345
2023
Q2 		$21.4K Hold
160
– – 0.01% 360
2023
Q1 		$21K Buy
160
+120
+300% +$16.1K 0.01% 353
2022
Q4 		$5.64K Hold
40
– – ﹤0.01% 502
2022
Q3 		$4.75K Hold
40
– – ﹤0.01% 510
2022
Q2 		$5.65K Hold
40
– – ﹤0.01% 501
2022
Q1 		$5.2K Hold
40
– – ﹤0.01% 536
2021
Q4 		$5.35K Sell
40
-2
-5% -$251 ﹤0.01% 505
2021
Q3 		$5.56K Hold
42
– – ﹤0.01% 504
2021
Q2 		$5.86K Hold
42
– – ﹤0.01% 517
2021
Q1 		$5.33K Sell
42
-88
-68% -$10.5K ﹤0.01% 503
2020
Q4 		$15.6K Hold
130
– – 0.01% 358
2020
Q3 		$15.1K Hold
130
– – 0.01% 325
2020
Q2 		$15K Buy
130
+17
+15% +$1.97K 0.01% 310
2020
Q1 		$12K Buy
113
+62
+122% +$7.84K 0.01% 304
2019
Q4 		$6.58K Buy
+51
New +$6.63K ﹤0.01% 368

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Financial Perspectives's IBM Position: Q3 2026 in Review

Financial Perspectives held its IBM (IBM) position steady in Q3 2026 at 235 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #334.

Financial Perspectives first reported a position in IBM in Q4 2019 and has held it in 28 quarters since. The position peaked at $66.1K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Financial Perspectives held 235 shares of IBM worth $51.7K as of Q3 2026.
  • Financial Perspectives left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #334 holding.
  • Financial Perspectives first reported a position in IBM in Q4 2019 and has held it in 28 quarters since.
  • Financial Perspectives's IBM position peaked at $66.1K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.