Foguth Wealth Management’s IBM IBM Stock Holding History

Foguth 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	$592K	Buy	2,549 +8	+0.3%	+$1.9K	0.06%	125
2026 Q2	$541K	Sell	2,541 -62	-2%	-$15.6K	0.06%	117
2026 Q1	$775K	Buy	2,603 +236	+10%	+$63.9K	0.09%	95
2025 Q4	$690K	Buy	+2,367	New	+$709K	0.11%	85
2025 Q2	$345K	Buy	1,171 +83	+8%	+$21.4K	0.07%	100
2025 Q1	$270K	Sell	1,088 -214	-16%	-$52.3K	0.07%	122
2024 Q4	$293K	Sell	1,302 -127	-9%	-$28.3K	0.08%	115
2024 Q3	$327K	Sell	1,429 -133	-9%	-$26.1K	0.12%	96
2024 Q2	$270K	Buy	1,562 +134	+9%	+$23.3K	0.12%	109
2024 Q1	$273K	Buy	+1,428	New	+$261K	0.15%	104

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Foguth Wealth Management increased its IBM (IBM) stake by 0.31% in Q3 2026, buying an estimated $1.9K and bringing the position to 2,549 shares worth $592K. The position accounts for 0.06% of the portfolio, ranked #125.

Foguth Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $775K in Q1 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Foguth Wealth Management held 2,549 shares of IBM worth $592K as of Q3 2026.
Foguth Wealth Management bought 8 IBM shares in Q3 2026, an estimated $1.9K.
IBM made up 0.06% of Foguth Wealth Management's portfolio in Q3 2026, its #125 holding.
Foguth Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Foguth Wealth Management's IBM position peaked at $775K in Q1 2026.
2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.