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

Lyell 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 		$969K Hold
4,404
– – 0.06% 130
2026
Q2 		$1.24M Buy
4,404
+1,585
+56% +$399K 0.08% 121
2026
Q1 		$683K Buy
2,819
+75
+3% +$20.3K 0.05% 133
2025
Q4 		$813K Buy
2,744
+310
+13% +$92.8K 0.06% 125
2025
Q3 		$687K Hold
2,434
– – 0.05% 135
2025
Q2 		$717K Buy
2,434
+528
+28% +$136K 0.06% 134
2025
Q1 		$474K Hold
1,906
– – 0.04% 147
2024
Q4 		$419K Hold
1,906
– – 0.04% 150
2024
Q3 		$421K Hold
1,906
– – 0.04% 153
2024
Q2 		$330K Sell
1,906
-51
-3% -$8.86K 0.03% 161
2024
Q1 		$374K Buy
1,957
+51
+3% +$9.3K 0.04% 157
2023
Q4 		$312K Buy
+1,906
New +$288K 0.04% 160

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

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

Lyell Wealth Management held its IBM (IBM) position steady in Q3 2026 at 4,404 shares worth $969K. The position accounts for 0.06% of the portfolio, ranked #130.

Lyell Wealth Management first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Lyell Wealth Management held 4,404 shares of IBM worth $969K as of Q3 2026.
  • Lyell Wealth Management left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.06% of Lyell Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Lyell Wealth Management first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • Lyell Wealth Management's IBM position peaked at $1.24M in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.