Moller Wealth Partners
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Moller Wealth Partners’s IBM IBM Stock Holding History

Moller Wealth Partners’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 		– Sell
-886
Closed -$249K – 72
2026
Q2 		$249K Buy
+886
New +$223K 0.05% 70
2019
Q1 		– Sell
-2,040
Closed -$235K – 59
2018
Q4 		$235K Buy
+2,040
New +$245K 0.15% 56
2014
Q2 		– Sell
-1,129
Closed -$208K – 49
2014
Q1 		$208K Buy
+1,129
New +$199K 0.11% 50

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Moller Wealth Partners's IBM Position: Q3 2026 in Review

Moller Wealth Partners sold out of IBM (IBM) in Q3 2026, closing a stake of 886 shares — an estimated $249K sold.

Moller Wealth Partners first reported a position in IBM in Q1 2014 and held it in 3 quarters. The position peaked at $249K in Q2 2026. 1,876 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Moller Wealth Partners reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Moller Wealth Partners sold 886 IBM shares in Q3 2026, an estimated $249K.
  • Moller Wealth Partners first reported a position in IBM in Q1 2014 and held it in 3 quarters.
  • Moller Wealth Partners's IBM position peaked at $249K in Q2 2026.
  • 1,876 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.