Leo Wealth LLC’s IBM IBM Stock Holding History

Leo Wealth LLC’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	$2.14M	Buy	+9,752	New	+$2.32M	0.46%	50
2026 Q1	$4.36M	Buy	17,986 +1,678	+10%	+$454K	0.32%	68
2025 Q4	$4.83M	Buy	16,308 +1,180	+8%	+$353K	0.35%	56
2025 Q3	$4.27M	Sell	15,128 -1,484	-9%	-$388K	0.55%	38
2025 Q2	$4.89M	Sell	16,612 -242	-1%	-$62.3K	0.38%	48
2025 Q1	$4.19M	Sell	16,854 -22	-0.1%	-$5.38K	0.6%	33
2024 Q4	$3.71M	Sell	16,876 -2,674	-14%	-$596K	0.33%	53
2024 Q3	$4.32M	Buy	19,550 +539	+3%	+$106K	0.4%	48
2024 Q2	$3.29M	Buy	19,011 +649	+4%	+$113K	0.34%	53
2024 Q1	$3.5M	Sell	18,362 -2,623	-12%	-$479K	0.36%	50
2023 Q4	$3.48M	Buy	+20,985	New	+$3.17M	0.36%	48

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Leo Wealth LLC's IBM Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in IBM (IBM) in Q3 2026: 9,752 shares worth $2.14M. The stake represents 0.46% of the portfolio and ranks #50 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in IBM as recently as Q1 2026.

Leo Wealth LLC first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.89M in Q2 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Leo Wealth LLC held 9,752 shares of IBM worth $2.14M as of Q3 2026.
IBM was a new Leo Wealth LLC position in Q3 2026.
IBM made up 0.46% of Leo Wealth LLC's portfolio in Q3 2026, its #50 holding.
Leo Wealth LLC first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Leo Wealth LLC's IBM position peaked at $4.89M in Q2 2025.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.