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

LeConte 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 		$321K Sell
1,458
-115
-7% -$27.3K 0.17% 113
2026
Q2 		$442K Buy
1,573
+110
+8% +$27.7K 0.24% 76
2026
Q1 		$355K Buy
1,463
+96
+7% +$26K 0.23% 76
2025
Q4 		$405K Buy
1,367
+31
+2% +$9.28K 0.26% 63
2025
Q3 		$377K Sell
1,336
-374
-22% -$97.9K 0.25% 62
2025
Q2 		$504K Buy
1,710
+538
+46% +$139K 0.34% 40
2025
Q1 		$291K Buy
+1,172
New +$287K 0.19% 44

Other funds holding IBM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

LeConte Wealth Management reduced its IBM (IBM) stake by 7.3% in Q3 2026, selling an estimated $27.3K and leaving 1,458 shares worth $321K. The position accounts for 0.17% of the portfolio, ranked #113.

LeConte Wealth Management first reported a position in IBM in Q1 2025 and has held it in 7 quarters since. The position peaked at $504K in Q2 2025. 1,290 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • LeConte Wealth Management held 1,458 shares of IBM worth $321K as of Q3 2026.
  • LeConte Wealth Management sold 115 IBM shares in Q3 2026, an estimated $27.3K.
  • IBM made up 0.17% of LeConte Wealth Management's portfolio in Q3 2026, its #113 holding.
  • LeConte Wealth Management first reported a position in IBM in Q1 2025 and has held it in 7 quarters since.
  • LeConte Wealth Management's IBM position peaked at $504K in Q2 2025.
  • 1,290 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.