Kellett Wealth Advisors
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Kellett Wealth Advisors’s IBM IBM Stock Holding History

Kellett Wealth Advisors’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 		$384K Buy
1,745
+78
+5% +$18.5K 0.14% 69
2026
Q2 		$469K Buy
1,667
+88
+6% +$22.2K 0.22% 54
2026
Q1 		$383K Buy
1,579
+310
+24% +$83.9K 0.21% 52
2025
Q4 		$376K Sell
1,269
-54
-4% -$16.2K 0.21% 52
2025
Q3 		$373K Buy
1,323
+187
+16% +$48.9K 0.23% 51
2025
Q2 		$335K Buy
1,136
+48
+4% +$12.4K 0.22% 47
2025
Q1 		$271K Buy
+1,088
New +$266K 0.19% 56

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

Kellett Wealth Advisors's IBM Position: Q3 2026 in Review

Kellett Wealth Advisors increased its IBM (IBM) stake by 4.7% in Q3 2026, buying an estimated $18.5K and bringing the position to 1,745 shares worth $384K. The position accounts for 0.14% of the portfolio, ranked #69.

Kellett Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 7 quarters since. The position peaked at $469K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Kellett Wealth Advisors held 1,745 shares of IBM worth $384K as of Q3 2026.
  • Kellett Wealth Advisors bought 78 IBM shares in Q3 2026, an estimated $18.5K.
  • IBM made up 0.14% of Kellett Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • Kellett Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 7 quarters since.
  • Kellett Wealth Advisors's IBM position peaked at $469K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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