Gibson Wealth Advisors’s IBM IBM Stock Holding History

Gibson Wealth Advisors’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	$330K	Hold	1,500	–	–	0.2%	27
2026 Q2	$422K	Hold	1,500	–	–	0.26%	25
2026 Q1	$364K	Hold	1,500	–	–	0.24%	26
2025 Q4	$444K	Hold	1,500	–	–	0.3%	22
2025 Q3	$423K	Hold	1,500	–	–	0.3%	24
2025 Q2	$442K	Hold	1,500	–	–	0.33%	25
2025 Q1	$373K	Hold	1,500	–	–	0.3%	25
2024 Q4	$330K	Hold	1,500	–	–	0.27%	28
2024 Q3	$332K	Hold	1,500	–	–	0.27%	29
2024 Q2	$259K	Hold	1,500	–	–	0.24%	32
2024 Q1	$286K	Buy	+1,500	New	+$274K	0.28%	32
2022 Q4	$13M	Buy	94,500 +93,000	+6,200%	+$12.8M	0.25%	32
2022 Q3	$178K	Hold	1,500	–	–	0.2%	33
2022 Q2	$212K	Buy	1,500 +760	+103%	+$103K	0.24%	28
2022 Q1	$96K	Hold	740	–	–	0.1%	39
2021 Q4	$99K	Buy	+740	New	+$92.8K	0.1%	35

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gibson Wealth Advisors's IBM Position: Q3 2026 in Review

Gibson Wealth Advisors held its IBM (IBM) position steady in Q3 2026 at 1,500 shares worth $330K. The position accounts for 0.2% of the portfolio, ranked #27.

Gibson Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 16 quarters since. The position peaked at $13M in Q4 2022. 2,084 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Gibson Wealth Advisors held 1,500 shares of IBM worth $330K as of Q3 2026.
Gibson Wealth Advisors left its IBM share count unchanged in Q3 2026.
IBM made up 0.2% of Gibson Wealth Advisors's portfolio in Q3 2026, its #27 holding.
Gibson Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 16 quarters since.
Gibson Wealth Advisors's IBM position peaked at $13M in Q4 2022.
2,084 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Gibson Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.