McCarter Private Wealth Services
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McCarter Private Wealth Services’s IBM IBM Stock Holding History

McCarter Private Wealth Services’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 		$366K Buy
1,665
+364
+28% +$86.4K 0.12% 127
2026
Q2 		$366K Sell
1,301
-31
-2% -$7.81K 0.13% 126
2026
Q1 		$323K Buy
1,332
+13
+1% +$3.52K 0.14% 127
2025
Q4 		$391K Buy
+1,319
New +$395K 0.18% 109

Other funds holding IBM

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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

McCarter Private Wealth Services's IBM Position: Q3 2026 in Review

McCarter Private Wealth Services increased its IBM (IBM) stake by 28% in Q3 2026, buying an estimated $86.4K and bringing the position to 1,665 shares worth $366K. The position accounts for 0.12% of the portfolio, ranked #127.

McCarter Private Wealth Services first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $391K in Q4 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • McCarter Private Wealth Services held 1,665 shares of IBM worth $366K as of Q3 2026.
  • McCarter Private Wealth Services bought 364 IBM shares in Q3 2026, an estimated $86.4K.
  • IBM made up 0.12% of McCarter Private Wealth Services's portfolio in Q3 2026, its #127 holding.
  • McCarter Private Wealth Services first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • McCarter Private Wealth Services's IBM position peaked at $391K in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.