Marotta Asset Management
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Marotta Asset Management’s IBM IBM Stock Holding History

Marotta Asset 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 		$308K Sell
1,399
-148
-10% -$35.1K 0.05% 81
2026
Q2 		$443K Sell
1,547
-32
-2% -$8.06K 0.07% 74
2026
Q1 		$384K Hold
1,579
– – 0.07% 74
2025
Q4 		$468K Sell
1,579
-26
-2% -$7.79K 0.09% 65
2025
Q3 		$460K Buy
1,605
+407
+34% +$107K 0.09% 67
2025
Q2 		$353K Sell
1,198
-462
-28% -$119K 0.07% 78
2025
Q1 		$367K Buy
1,660
+103
+7% +$25.2K 0.07% 85
2024
Q4 		$342K Sell
1,557
-103
-6% -$22.9K 0.07% 91
2024
Q3 		$367K Sell
1,660
-60
-3% -$11.8K 0.07% 85
2024
Q2 		$301K Buy
+1,720
New +$299K 0.06% 96
2022
Q4 		– Sell
-1,929
Closed -$229K – 110
2022
Q3 		$229K Hold
1,929
– – 0.06% 93
2022
Q2 		$272K Buy
1,929
+156
+9% +$21.1K 0.07% 89
2022
Q1 		$231K Buy
+1,773
New +$231K 0.05% 102

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

Marotta Asset Management's IBM Position: Q3 2026 in Review

Marotta Asset Management reduced its IBM (IBM) stake by 9.6% in Q3 2026, selling an estimated $35.1K and leaving 1,399 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #81.

Marotta Asset Management first reported a position in IBM in Q1 2022 and has held it in 13 quarters since. The position peaked at $468K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Marotta Asset Management held 1,399 shares of IBM worth $308K as of Q3 2026.
  • Marotta Asset Management sold 148 IBM shares in Q3 2026, an estimated $35.1K.
  • IBM made up 0.05% of Marotta Asset Management's portfolio in Q3 2026, its #81 holding.
  • Marotta Asset Management first reported a position in IBM in Q1 2022 and has held it in 13 quarters since.
  • Marotta Asset Management's IBM position peaked at $468K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.