Iams Wealth Management
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Iams Wealth Management’s IBM IBM Stock Holding History

Iams 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 		– Sell
-2,811
Closed -$791K – 201
2026
Q2 		$791K Buy
2,811
+297
+12% +$74.8K 0.24% 116
2026
Q1 		$610K Buy
2,514
+1,404
+126% +$380K 0.21% 121
2025
Q4 		$329K Buy
1,110
+240
+28% +$71.9K 0.12% 160
2025
Q3 		$246K Buy
+870
New +$228K 0.1% 163

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

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

Iams Wealth Management sold out of IBM (IBM) in Q3 2026, closing a stake of 2,811 shares — an estimated $791K sold.

Iams Wealth Management first reported a position in IBM in Q3 2025 and held it in 4 quarters. The position peaked at $791K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Iams Wealth Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Iams Wealth Management sold 2,811 IBM shares in Q3 2026, an estimated $791K.
  • Iams Wealth Management first reported a position in IBM in Q3 2025 and held it in 4 quarters.
  • Iams Wealth Management's IBM position peaked at $791K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.