Monument Capital Management
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Monument Capital Management’s IBM IBM Stock Holding History

Monument Capital 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 		$286K Buy
1,299
+334
+35% +$79.3K 0.06% 213
2026
Q2 		$271K Buy
965
+17
+2% +$4.28K 0.05% 218
2026
Q1 		$230K Buy
948
+46
+5% +$12.4K 0.06% 194
2025
Q4 		$267K Hold
902
– – 0.07% 187
2025
Q3 		$255K Sell
902
-18
-2% -$4.71K 0.06% 187
2025
Q2 		$271K Buy
920
+21
+2% +$5.41K 0.07% 179
2025
Q1 		$223K Buy
+899
New +$220K 0.07% 177
2023
Q1 		– Sell
-1,448
Closed -$204K – 158
2022
Q4 		$204K Buy
+1,448
New +$200K 0.07% 152
2022
Q3 		– Sell
-1,685
Closed -$238K – 153
2022
Q2 		$238K Buy
+1,685
New +$227K 0.09% 139
2018
Q4 		– Sell
-1,099
Closed -$159K – 205
2018
Q3 		$159K Buy
1,099
+923
+524% +$129K 0.09% 90
2018
Q2 		$23K Sell
176
-13,598
-99% -$1.9M 0.02% 109
2018
Q1 		$1.98M Buy
13,774
+2,017
+17% +$305K 1.35% 34
2017
Q4 		$1.72M Buy
+11,757
New +$1.71M 1.22% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Monument Capital Management's IBM Position: Q3 2026 in Review

Monument Capital Management increased its IBM (IBM) stake by 35% in Q3 2026, buying an estimated $79.3K and bringing the position to 1,299 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #213.

Monument Capital Management first reported a position in IBM in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.98M in Q1 2018. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Monument Capital Management held 1,299 shares of IBM worth $286K as of Q3 2026.
  • Monument Capital Management bought 334 IBM shares in Q3 2026, an estimated $79.3K.
  • IBM made up 0.06% of Monument Capital Management's portfolio in Q3 2026, its #213 holding.
  • Monument Capital Management first reported a position in IBM in Q4 2017 and has held it in 13 quarters since.
  • Monument Capital Management's IBM position peaked at $1.98M in Q1 2018.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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