LJI Wealth Management
IBM icon

LJI Wealth Management’s IBM IBM Stock Holding History

LJI 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 		$341K Buy
1,549
+400
+35% +$95K 0.05% 138
2026
Q2 		$323K Buy
1,149
+47
+4% +$11.8K 0.05% 151
2026
Q1 		$267K Hold
1,102
– – 0.04% 167
2025
Q4 		$326K Hold
1,102
– – 0.05% 149
2025
Q3 		$311K Hold
1,102
– – 0.05% 130
2025
Q2 		$325K Hold
1,102
– – 0.06% 137
2025
Q1 		$274K Sell
1,102
-202
-15% -$49.4K 0.05% 140
2024
Q4 		$287K Buy
1,304
+214
+20% +$47.7K 0.06% 136
2024
Q3 		$241K Buy
+1,090
New +$214K 0.05% 168
2024
Q2 		– Sell
-1,090
Closed -$208K – 189
2024
Q1 		$208K Buy
+1,090
New +$199K 0.05% 142

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

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

LJI Wealth Management increased its IBM (IBM) stake by 35% in Q3 2026, buying an estimated $95K and bringing the position to 1,549 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #138.

LJI Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • LJI Wealth Management held 1,549 shares of IBM worth $341K as of Q3 2026.
  • LJI Wealth Management bought 400 IBM shares in Q3 2026, an estimated $95K.
  • IBM made up 0.05% of LJI Wealth Management's portfolio in Q3 2026, its #138 holding.
  • LJI Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.