Master's Wealth Management
IBM icon

Master's Wealth Management’s IBM IBM Stock Holding History

Master's 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 		$236K Buy
1,072
+3
+0.3% +$712 0.07% 79
2026
Q2 		$301K Sell
1,069
-1
-0.1% -$252 0.09% 57
2026
Q1 		$259K Buy
1,070
+41
+4% +$11.1K 0.09% 64
2025
Q4 		$305K Buy
+1,029
New +$308K 0.11% 47

Other funds holding IBM

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
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
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Master's Wealth Management increased its IBM (IBM) stake by 0.28% in Q3 2026, buying an estimated $712 and bringing the position to 1,072 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #79.

Master's Wealth Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $305K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Master's Wealth Management held 1,072 shares of IBM worth $236K as of Q3 2026.
  • Master's Wealth Management bought 3 IBM shares in Q3 2026, an estimated $712.
  • IBM made up 0.07% of Master's Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Master's Wealth Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Master's Wealth Management's IBM position peaked at $305K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Master's Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.