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Gilpin Wealth Management’s IBM IBM Stock Holding History

Gilpin 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 		$3.3K Buy
15
+1
+7% +$237 ﹤0.01% 513
2026
Q2 		$3.94K Hold
14
– – ﹤0.01% 389
2026
Q1 		$3.39K Hold
14
– – ﹤0.01% 384
2025
Q4 		$4.15K Buy
+14
New +$4.19K ﹤0.01% 351

Other funds holding IBM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

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

Gilpin Wealth Management increased its IBM (IBM) stake by 7.1% in Q3 2026, buying an estimated $237 and bringing the position to 15 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Gilpin Wealth Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.15K in Q4 2025. 361 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Gilpin Wealth Management held 15 shares of IBM worth $3.3K as of Q3 2026.
  • Gilpin Wealth Management bought 1 IBM share in Q3 2026, an estimated $237.
  • IBM made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #513 holding.
  • Gilpin Wealth Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's IBM position peaked at $4.15K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.