Great Diamond Partners
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Great Diamond Partners’s IBM IBM Stock Holding History

Great Diamond Partners’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 		$399K Sell
1,813
-2
-0.1% -$475 0.07% 191
2026
Q2 		$510K Buy
1,815
+98
+6% +$24.7K 0.09% 162
2026
Q1 		$416K Sell
1,717
-3,813
-69% -$1.03M 0.08% 177
2025
Q4 		$1.64M Buy
5,530
+137
+3% +$41K 0.32% 84
2025
Q3 		$1.52M Buy
5,393
+407
+8% +$107K 0.3% 85
2025
Q2 		$1.47M Buy
4,986
+3,751
+304% +$966K 0.31% 83
2025
Q1 		$307K Hold
1,235
– – 0.08% 139
2024
Q4 		$271K Buy
1,235
+108
+10% +$24.1K 0.07% 149
2024
Q3 		$249K Sell
1,127
-840
-43% -$165K 0.06% 167
2024
Q2 		$340K Sell
1,967
-109
-5% -$18.9K 0.08% 159
2024
Q1 		$396K Buy
2,076
+85
+4% +$15.5K 0.09% 148
2023
Q4 		$326K Buy
1,991
+98
+5% +$14.8K 0.08% 169
2023
Q3 		$266K Sell
1,893
-231
-11% -$32.9K 0.07% 185
2023
Q2 		$284K Buy
2,124
+21
+1% +$2.71K 0.08% 181
2023
Q1 		$276K Buy
2,103
+245
+13% +$32.8K 0.08% 176
2022
Q4 		$262K Sell
1,858
-150
-7% -$20.7K 0.08% 176
2022
Q3 		$238K Sell
2,008
-23
-1% -$3.02K 0.08% 181
2022
Q2 		$286K Buy
2,031
+445
+28% +$60.1K 0.1% 170
2022
Q1 		$206K Sell
1,586
-65
-4% -$8.48K 0.06% 210
2021
Q4 		$220K Sell
1,651
-629
-28% -$78.9K 0.06% 207
2021
Q3 		$302K Buy
2,280
+10
+0.4% +$1.34K 0.08% 163
2021
Q2 		$318K Buy
2,270
+113
+5% +$15.5K 0.09% 148
2021
Q1 		$274K Sell
2,157
-34
-2% -$4.07K 0.08% 161
2020
Q4 		$263K Buy
+2,191
New +$253K 0.08% 154
2020
Q1 		– Sell
-1,406
Closed -$180K – 342
2019
Q4 		$180K Buy
+1,406
New +$183K 0.07% 161

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
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

Great Diamond Partners's IBM Position: Q3 2026 in Review

Great Diamond Partners reduced its IBM (IBM) stake by 0.11% in Q3 2026, selling an estimated $475 and leaving 1,813 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #191.

Great Diamond Partners first reported a position in IBM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.64M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Great Diamond Partners held 1,813 shares of IBM worth $399K as of Q3 2026.
  • Great Diamond Partners sold 2 IBM shares in Q3 2026, an estimated $475.
  • IBM made up 0.07% of Great Diamond Partners's portfolio in Q3 2026, its #191 holding.
  • Great Diamond Partners first reported a position in IBM in Q4 2019 and has held it in 25 quarters since.
  • Great Diamond Partners's IBM position peaked at $1.64M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.