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Green Ridge Wealth Planning’s IBM IBM Stock Holding History

Green Ridge Wealth Planning’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 		$409K Sell
1,861
-3
-0.2% -$712 0.16% 51
2026
Q2 		$524K Sell
1,864
-2
-0.1% -$504 0.22% 48
2026
Q1 		$452K Buy
1,866
+505
+37% +$137K 0.24% 49
2025
Q4 		$403K Buy
+1,361
New +$408K 0.21% 55

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Green Ridge Wealth Planning's IBM Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its IBM (IBM) stake by 0.16% in Q3 2026, selling an estimated $712 and leaving 1,861 shares worth $409K. The position accounts for 0.16% of the portfolio, ranked #51.

Green Ridge Wealth Planning first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $524K in Q2 2026. 166 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Green Ridge Wealth Planning held 1,861 shares of IBM worth $409K as of Q3 2026.
  • Green Ridge Wealth Planning sold 3 IBM shares in Q3 2026, an estimated $712.
  • IBM made up 0.16% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #51 holding.
  • Green Ridge Wealth Planning first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's IBM position peaked at $524K in Q2 2026.
  • 166 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.