Innovative Wealth Building
IBM icon

Innovative Wealth Building’s IBM IBM Stock Holding History

Innovative Wealth Building’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 		$252K Buy
+1,144
New +$272K 0.14% 71

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Innovative Wealth Building's IBM Position: Q3 2026 in Review

Innovative Wealth Building opened a new position in IBM (IBM) in Q3 2026: 1,144 shares worth $252K. The stake represents 0.14% of the portfolio and ranks #71 among its holdings.

3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Innovative Wealth Building held 1,144 shares of IBM worth $252K as of Q3 2026.
  • IBM was a new Innovative Wealth Building position in Q3 2026.
  • IBM made up 0.14% of Innovative Wealth Building's portfolio in Q3 2026, its #71 holding.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.