Forteris Wealth Management
IBM icon

Forteris Wealth Management’s IBM IBM Stock Holding History

Forteris 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 		$998K Hold
4,539
– – 0.83% 33
2026
Q2 		$1.28M Sell
4,539
-7
-0.2% -$1.76K 1.04% 29
2026
Q1 		$1.1M Buy
4,546
+2,090
+85% +$566K 1.05% 29
2025
Q4 		$727K Buy
+2,456
New +$736K 0.72% 34

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

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

Forteris Wealth Management held its IBM (IBM) position steady in Q3 2026 at 4,539 shares worth $998K. The position accounts for 0.83% of the portfolio, ranked #33.

Forteris Wealth Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q2 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Forteris Wealth Management held 4,539 shares of IBM worth $998K as of Q3 2026.
  • Forteris Wealth Management left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.83% of Forteris Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Forteris Wealth Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's IBM position peaked at $1.28M in Q2 2026.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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