Freestone Capital Holdings
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Freestone Capital Holdings’s IBM IBM Stock Holding History

Freestone Capital Holdings’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 		– Sell
-600
Closed -$169K – 590
2026
Q2 		$169K Buy
+600
New +$151K ﹤0.01% 577
2026
Q1 		– Sell
-400
Closed -$116K – 597
2025
Q4 		$116K Buy
+400
New +$120K ﹤0.01% 532
2017
Q4 		– Sell
-628
Closed -$87K – 350
2017
Q3 		$87K Buy
+628
New +$87.5K 0.01% 331

Other funds holding IBM

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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

Freestone Capital Holdings's IBM Position: Q3 2026 in Review

Freestone Capital Holdings increased its IBM (IBM) stake by 96% in Q3 2026, buying an estimated $3.96M and bringing the position to 33,999 shares worth $7.48M. The position accounts for 0.2% of the portfolio, ranked #75.

Freestone Capital Holdings first reported a position in IBM in Q4 2013 and has held it in 52 quarters since. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Freestone Capital Holdings held 33,999 shares of IBM worth $7.48M as of Q3 2026.
  • Freestone Capital Holdings bought 16,686 IBM shares in Q3 2026, an estimated $3.96M.
  • IBM made up 0.2% of Freestone Capital Holdings's portfolio in Q3 2026, its #75 holding.
  • Freestone Capital Holdings first reported a position in IBM in Q4 2013 and has held it in 52 quarters since.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.