Finer Wealth Management
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Finer Wealth Management’s IBM IBM Stock Holding History

Finer Wealth Management’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 		$221K Hold
1,004
– – 0.09% 89
2026
Q2 		$282K Hold
1,004
– – 0.13% 78
2026
Q1 		$243K Hold
1,004
– – 0.12% 81
2025
Q4 		$297K Hold
1,004
– – 0.14% 69
2025
Q3 		$283K Buy
1,004
+7
+0.7% +$1.83K 0.14% 72
2025
Q2 		$294K Hold
997
– – 0.16% 74
2025
Q1 		$248K Sell
997
-17
-2% -$4.16K 0.15% 74
2024
Q4 		$223K Sell
1,014
-18
-2% -$4.01K 0.13% 81
2024
Q3 		$228K Buy
+1,032
New +$202K 0.14% 74
2024
Q2 		– Sell
-2,529
Closed -$483K – 77
2024
Q1 		$483K Buy
2,529
+5
+0.2% +$912 0.32% 55
2023
Q4 		$413K Hold
2,524
– – 0.31% 56
2023
Q3 		$354K Buy
2,524
+501
+25% +$71.3K 0.28% 59
2023
Q2 		$271K Buy
2,023
+73
+4% +$9.42K 0.21% 71
2023
Q1 		$256K Buy
+1,950
New +$261K 0.22% 74

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Finer Wealth Management's IBM Position: Q3 2026 in Review

Finer Wealth Management held its IBM (IBM) position steady in Q3 2026 at 1,004 shares worth $221K. The position accounts for 0.09% of the portfolio, ranked #89.

Finer Wealth Management first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $483K in Q1 2024. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Finer Wealth Management held 1,004 shares of IBM worth $221K as of Q3 2026.
  • Finer Wealth Management left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.09% of Finer Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Finer Wealth Management first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • Finer Wealth Management's IBM position peaked at $483K in Q1 2024.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.