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

Mindset 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 		$610K Sell
2,775
-135
-5% -$32.1K 0.11% 79
2026
Q2 		$818K Sell
2,910
-49
-2% -$12.3K 0.16% 69
2026
Q1 		$717K Sell
2,959
-60
-2% -$16.2K 0.19% 65
2025
Q4 		$894K Buy
3,019
+303
+11% +$90.7K 0.23% 46
2025
Q3 		$766K Sell
2,716
-22
-0.8% -$5.76K 0.21% 49
2025
Q2 		$807K Buy
2,738
+245
+10% +$63.1K 0.26% 37
2025
Q1 		$620K Buy
2,493
+378
+18% +$92.5K 0.24% 54
2024
Q4 		$465K Buy
2,115
+15
+0.7% +$3.34K 0.17% 65
2024
Q3 		$464K Buy
+2,100
New +$412K 0.19% 62

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
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
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

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

Mindset Wealth Management reduced its IBM (IBM) stake by 4.6% in Q3 2026, selling an estimated $32.1K and leaving 2,775 shares worth $610K. The position accounts for 0.11% of the portfolio, ranked #79.

Mindset Wealth Management first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $894K in Q4 2025. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Mindset Wealth Management held 2,775 shares of IBM worth $610K as of Q3 2026.
  • Mindset Wealth Management sold 135 IBM shares in Q3 2026, an estimated $32.1K.
  • IBM made up 0.11% of Mindset Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Mindset Wealth Management first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's IBM position peaked at $894K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.