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

MFG 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 		$3.66M Buy
16,622
+1,440
+9% +$342K 2.65% 5
2026
Q2 		$4.27M Buy
15,182
+6,779
+81% +$1.71M 3.05% 2
2026
Q1 		$2.04M Sell
8,403
-1,433
-15% -$388K 1.69% 24
2025
Q4 		$2.91M Buy
+9,836
New +$2.95M 2.27% 14
2025
Q1 		– Sell
-12,721
Closed -$2.8M – 63
2024
Q4 		$2.8M Buy
+12,721
New +$2.83M 2.56% 13

Other funds holding IBM

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

MFG Wealth Management increased its IBM (IBM) stake by 9.5% in Q3 2026, buying an estimated $342K and bringing the position to 16,622 shares worth $3.66M. The position accounts for 2.65% of the portfolio, ranked #5.

MFG Wealth Management first reported a position in IBM in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.27M in Q2 2026. 837 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • MFG Wealth Management held 16,622 shares of IBM worth $3.66M as of Q3 2026.
  • MFG Wealth Management bought 1,440 IBM shares in Q3 2026, an estimated $342K.
  • IBM made up 2.65% of MFG Wealth Management's portfolio in Q3 2026, its #5 holding.
  • MFG Wealth Management first reported a position in IBM in Q4 2024 and has held it in 5 quarters since.
  • MFG Wealth Management's IBM position peaked at $4.27M in Q2 2026.
  • 837 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.