Greystone Financial Group
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Greystone Financial Group’s IBM IBM Stock Holding History

Greystone Financial Group’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 		– Sell
-24,141
Closed -$6.79M – 77
2026
Q2 		$6.79M Sell
24,141
-623
-3% -$157K 1.9% 26
2026
Q1 		$6M Sell
24,764
-15,275
-38% -$4.13M 1.7% 26
2025
Q4 		$11.9M Sell
40,039
-8,967
-18% -$2.69M 1.85% 23
2025
Q3 		$13.8M Buy
49,006
+11,494
+31% +$3.01M 2.14% 14
2025
Q2 		$11.1M Sell
37,512
-175
-0.5% -$45.1K 1.82% 23
2025
Q1 		$9.37M Sell
37,687
-7,540
-17% -$1.84M 1.7% 27
2024
Q4 		$9.9M Buy
45,227
+1,940
+4% +$432K 1.73% 23
2024
Q3 		$9.6M Sell
43,287
-8,023
-16% -$1.57M 1.71% 22
2024
Q2 		$8.87M Buy
51,310
+6,582
+15% +$1.14M 1.74% 25
2024
Q1 		$8.54M Sell
44,728
-7,299
-14% -$1.33M 1.7% 26
2023
Q4 		$8.51M Sell
52,027
-1,810
-3% -$274K 1.97% 17
2023
Q3 		$7.55M Sell
53,837
-4,400
-8% -$626K 1.88% 20
2023
Q2 		$7.79M Buy
+58,237
New +$7.52M 1.81% 20

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

Greystone Financial Group's IBM Position: Q3 2026 in Review

Greystone Financial Group sold out of IBM (IBM) in Q3 2026, closing a stake of 24,141 shares — an estimated $6.79M sold.

Greystone Financial Group first reported a position in IBM in Q2 2023 and held it in 13 quarters. The position peaked at $13.8M in Q3 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Greystone Financial Group reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Greystone Financial Group sold 24,141 IBM shares in Q3 2026, an estimated $6.79M.
  • Greystone Financial Group first reported a position in IBM in Q2 2023 and held it in 13 quarters.
  • Greystone Financial Group's IBM position peaked at $13.8M in Q3 2025.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.