Kestra Private Wealth Services
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Kestra Private Wealth Services’s IBM IBM Stock Holding History

Kestra Private Wealth Services’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 		$19.6M Buy
88,911
+2,013
+2% +$478K 0.21% 107
2026
Q2 		$24.4M Buy
86,898
+984
+1% +$248K 0.27% 73
2026
Q1 		$20.8M Buy
85,914
+3,741
+5% +$1.01M 0.26% 83
2025
Q4 		$24.3M Buy
82,173
+4,714
+6% +$1.41M 0.3% 67
2025
Q3 		$21.9M Sell
77,459
-2,526
-3% -$661K 0.28% 71
2025
Q2 		$23.6M Buy
79,985
+1,542
+2% +$397K 0.34% 55
2025
Q1 		$19.5M Buy
78,443
+1,442
+2% +$353K 0.33% 59
2024
Q4 		$16.9M Buy
77,001
+10,349
+16% +$2.3M 0.29% 69
2024
Q3 		$14.7M Sell
66,652
-3,074
-4% -$603K 0.27% 79
2024
Q2 		$12.1M Buy
69,726
+2,958
+4% +$514K 0.24% 92
2024
Q1 		$12.8M Sell
66,768
-1,599
-2% -$292K 0.29% 81
2023
Q4 		$11.2M Buy
68,367
+12,951
+23% +$1.96M 0.29% 88
2023
Q3 		$7.77M Buy
55,416
+11,729
+27% +$1.67M 0.24% 100
2023
Q2 		$5.85M Buy
43,687
+2,813
+7% +$363K 0.2% 122
2023
Q1 		$5.36M Sell
40,874
-1,954
-5% -$261K 0.21% 115
2022
Q4 		$6.03M Buy
42,828
+4,367
+11% +$602K 0.31% 89
2022
Q3 		$4.57M Sell
38,461
-1,173
-3% -$154K 0.26% 100
2022
Q2 		$5.6M Buy
39,634
+497
+1% +$67.1K 0.32% 78
2022
Q1 		$5.09M Buy
39,137
+1,164
+3% +$152K 0.25% 93
2021
Q4 		$5.08M Buy
37,973
+4,807
+14% +$603K 0.24% 101
2021
Q3 		$4.4M Buy
33,166
+1,488
+5% +$199K 0.25% 98
2021
Q2 		$4.44M Buy
31,678
+840
+3% +$115K 0.27% 87
2021
Q1 		$3.93M Buy
30,838
+4,460
+17% +$534K 0.27% 86
2020
Q4 		$3.14M Buy
26,378
+10,192
+63% +$1.18M 0.23% 103
2020
Q3 		$1.87M Buy
+16,186
New +$1.91M 0.16% 143

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

Kestra Private Wealth Services's IBM Position: Q3 2026 in Review

Kestra Private Wealth Services increased its IBM (IBM) stake by 2.3% in Q3 2026, buying an estimated $478K and bringing the position to 88,911 shares worth $19.6M. The position accounts for 0.21% of the portfolio, ranked #107.

Kestra Private Wealth Services first reported a position in IBM in Q3 2020 and has held it in 25 quarters since. The position peaked at $24.4M in Q2 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Kestra Private Wealth Services held 88,911 shares of IBM worth $19.6M as of Q3 2026.
  • Kestra Private Wealth Services bought 2,013 IBM shares in Q3 2026, an estimated $478K.
  • IBM made up 0.21% of Kestra Private Wealth Services's portfolio in Q3 2026, its #107 holding.
  • Kestra Private Wealth Services first reported a position in IBM in Q3 2020 and has held it in 25 quarters since.
  • Kestra Private Wealth Services's IBM position peaked at $24.4M in Q2 2026.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.