Mosley Wealth Management’s IBM IBM Stock Holding History

Mosley 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	$401K	Buy	1,713 +400	+30%	+$95K	0.12%	121
2026 Q2	$369K	Sell	1,313 -1,052	-44%	-$265K	0.12%	120
2026 Q1	$667K	Buy	2,365 +16	+0.7%	+$4.33K	0.3%	70
2025 Q4	$680K	Buy	+2,349	New	+$703K	0.31%	70
2024 Q4	$502K	Buy	2,197 +182	+9%	+$40.5K	0.31%	76
2024 Q3	$467K	Buy	2,015 +225	+13%	+$44.1K	0.32%	73
2024 Q2	$310K	Sell	1,790 -33	-2%	-$5.73K	0.26%	80
2024 Q1	$348K	Sell	1,823 -82	-4%	-$15K	0.33%	72
2023 Q4	$312K	Buy	+1,905	New	+$288K	0.31%	73

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Mosley Wealth Management increased its IBM (IBM) stake by 30% in Q3 2026, buying an estimated $95K and bringing the position to 1,713 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #121.

Mosley Wealth Management first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. The position peaked at $680K in Q4 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Mosley Wealth Management held 1,713 shares of IBM worth $401K as of Q3 2026.
Mosley Wealth Management bought 400 IBM shares in Q3 2026, an estimated $95K.
IBM made up 0.12% of Mosley Wealth Management's portfolio in Q3 2026, its #121 holding.
Mosley Wealth Management first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's IBM position peaked at $680K in Q4 2025.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.