Grant Private Wealth Management
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Grant Private Wealth Management’s IBM IBM Stock Holding History

Grant Private 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 		$1.36M Buy
6,200
+2,815
+83% +$668K 0.61% 36
2026
Q2 		$952K Buy
3,385
+439
+15% +$111K 0.4% 51
2026
Q1 		$714K Buy
2,946
+396
+16% +$107K 0.38% 59
2025
Q4 		$755K Buy
2,550
+253
+11% +$75.8K 0.46% 45
2025
Q3 		$648K Sell
2,297
-1,742
-43% -$456K 0.4% 56
2025
Q2 		$1.19M Buy
4,039
+1,865
+86% +$480K 0.68% 32
2025
Q1 		$541K Sell
2,174
-6
-0.3% -$1.47K 0.58% 49
2024
Q4 		$479K Buy
+2,180
New +$486K 0.52% 51

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

Grant Private Wealth Management's IBM Position: Q3 2026 in Review

Grant Private Wealth Management increased its IBM (IBM) stake by 83% in Q3 2026, buying an estimated $668K and bringing the position to 6,200 shares worth $1.36M. The position accounts for 0.61% of the portfolio, ranked #36.

Grant Private Wealth Management first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Grant Private Wealth Management held 6,200 shares of IBM worth $1.36M as of Q3 2026.
  • Grant Private Wealth Management bought 2,815 IBM shares in Q3 2026, an estimated $668K.
  • IBM made up 0.61% of Grant Private Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Grant Private Wealth Management first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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