IRON Financial
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IRON Financial’s IBM IBM Stock Holding History

IRON Financial’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 		$249K Sell
1,134
-124
-10% -$29.4K 0.1% 116
2026
Q2 		$354K Buy
1,258
+308
+32% +$77.6K 0.15% 90
2026
Q1 		$230K Buy
950
+11
+1% +$2.98K 0.1% 121
2025
Q4 		$278K Buy
939
+3
+0.3% +$898 0.13% 100
2025
Q3 		$264K Sell
936
-101
-10% -$26.4K 0.13% 100
2025
Q2 		$306K Buy
1,037
+12
+1% +$3.09K 0.16% 88
2025
Q1 		$255K Sell
1,025
-10
-1% -$2.45K 0.14% 87
2024
Q4 		$228K Buy
1,035
+1
+0.1% +$223 0.13% 86
2024
Q3 		$229K Buy
+1,034
New +$203K 0.12% 87
2024
Q1 		– Sell
-4,707
Closed -$770K – 108
2023
Q4 		$770K Sell
4,707
-212
-4% -$32K 0.44% 40
2023
Q3 		$690K Buy
4,919
+3,182
+183% +$453K 0.4% 46
2023
Q2 		$232K Sell
1,737
-17
-1% -$2.19K 0.12% 84
2023
Q1 		$230K Sell
1,754
-95
-5% -$12.7K 0.13% 83
2022
Q4 		$261K Buy
1,849
+78
+4% +$10.8K 0.15% 73
2022
Q3 		$210K Buy
1,771
+198
+13% +$26K 0.12% 87
2022
Q2 		$222K Buy
+1,573
New +$212K 0.12% 85
2018
Q4 		– Sell
-1,491
Closed -$215K – 81
2018
Q3 		$215K Buy
+1,491
New +$208K 0.14% 80
2018
Q2 		– Sell
-1,491
Closed -$219K – 94
2018
Q1 		$219K Buy
+1,491
New +$226K 0.14% 82
2015
Q1 		– Sell
-1,773
Closed -$272K – 81
2014
Q4 		$272K Buy
1,773
+507
+40% +$80.7K 0.27% 58
2014
Q3 		$230K Buy
+1,266
New +$231K 0.29% 53

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

IRON Financial's IBM Position: Q3 2026 in Review

IRON Financial reduced its IBM (IBM) stake by 9.9% in Q3 2026, selling an estimated $29.4K and leaving 1,134 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #116.

IRON Financial first reported a position in IBM in Q3 2014 and has held it in 20 quarters since. The position peaked at $770K in Q4 2023. 2,159 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • IRON Financial held 1,134 shares of IBM worth $249K as of Q3 2026.
  • IRON Financial sold 124 IBM shares in Q3 2026, an estimated $29.4K.
  • IBM made up 0.1% of IRON Financial's portfolio in Q3 2026, its #116 holding.
  • IRON Financial first reported a position in IBM in Q3 2014 and has held it in 20 quarters since.
  • IRON Financial's IBM position peaked at $770K in Q4 2023.
  • 2,159 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.