McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s IBM IBM Stock Holding History

McGlone Suttner 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 		$1.02M Buy
4,638
+297
+7% +$70.5K 0.12% 83
2026
Q2 		$1.22M Buy
4,341
+38
+0.9% +$9.6K 0.14% 75
2026
Q1 		$1.04M Buy
4,303
+597
+16% +$162K 0.14% 76
2025
Q4 		$1.1M Buy
3,706
+148
+4% +$44.3K 0.15% 71
2025
Q3 		$1M Buy
3,558
+53
+2% +$13.9K 0.14% 72
2025
Q2 		$1.03M Buy
3,505
+95
+3% +$24.5K 0.16% 69
2025
Q1 		$848K Buy
3,410
+139
+4% +$34K 0.14% 80
2024
Q4 		$719K Buy
3,271
+231
+8% +$51.4K 0.12% 79
2024
Q3 		$672K Buy
3,040
+674
+28% +$132K 0.14% 80
2024
Q2 		$387K Sell
2,366
-318
-12% -$55.3K 0.08% 100
2024
Q1 		$513K Buy
2,684
+318
+13% +$58K 0.1% 94
2023
Q4 		$387K Sell
2,366
-111
-4% -$16.8K 0.08% 100
2023
Q3 		$347K Buy
2,477
+142
+6% +$20.2K 0.08% 96
2023
Q2 		$312K Buy
2,335
+61
+3% +$7.87K 0.07% 106
2023
Q1 		$298K Buy
2,274
+122
+6% +$16.3K 0.08% 105
2022
Q4 		$303K Buy
+2,152
New +$297K 0.1% 95

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

McGlone Suttner Wealth Management's IBM Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its IBM (IBM) stake by 6.8% in Q3 2026, buying an estimated $70.5K and bringing the position to 4,638 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #83.

McGlone Suttner Wealth Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q2 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • McGlone Suttner Wealth Management held 4,638 shares of IBM worth $1.02M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 297 IBM shares in Q3 2026, an estimated $70.5K.
  • IBM made up 0.12% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #83 holding.
  • McGlone Suttner Wealth Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's IBM position peaked at $1.22M in Q2 2026.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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