Olistico Wealth’s IBM IBM Stock Holding History

Olistico Wealth’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	$1.1M	Buy	5,022 +442	+10%	+$105K	0.46%	48
2026 Q2	$1.29M	Hold	4,580	–	–	0.55%	42
2026 Q1	$1.11M	Buy	4,580 +420	+10%	+$114K	0.55%	44
2025 Q4	$1.23M	Buy	4,160 +25	+0.6%	+$7.49K	0.6%	38
2025 Q3	$1.17M	Hold	4,135	–	–	0.62%	35
2025 Q2	$1.22M	Buy	4,135 +70	+2%	+$18K	0.68%	31
2025 Q1	$1.01M	Buy	4,065 +325	+9%	+$79.5K	0.62%	36
2024 Q4	$822K	Buy	3,740 +450	+14%	+$100K	0.48%	39
2024 Q3	$727K	Buy	3,290 +1,025	+45%	+$201K	0.44%	45
2024 Q2	$392K	Sell	2,265 -223	-9%	-$38.7K	0.25%	77
2024 Q1	$475K	Sell	2,488 -900	-27%	-$164K	0.34%	63
2023 Q4	$554K	Hold	3,388	–	–	0.43%	53
2023 Q3	$475K	Hold	3,388	–	–	0.42%	60
2023 Q2	$453K	Hold	3,388	–	–	0.39%	62
2023 Q1	$444K	Buy	3,388 +275	+9%	+$36.8K	0.43%	59
2022 Q4	$439K	Buy	+3,113	New	+$429K	0.47%	60

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Olistico Wealth's IBM Position: Q3 2026 in Review

Olistico Wealth increased its IBM (IBM) stake by 9.7% in Q3 2026, buying an estimated $105K and bringing the position to 5,022 shares worth $1.1M. The position accounts for 0.46% of the portfolio, ranked #48.

Olistico Wealth first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Olistico Wealth held 5,022 shares of IBM worth $1.1M as of Q3 2026.
Olistico Wealth bought 442 IBM shares in Q3 2026, an estimated $105K.
IBM made up 0.46% of Olistico Wealth's portfolio in Q3 2026, its #48 holding.
Olistico Wealth first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's IBM position peaked at $1.29M in Q2 2026.
1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.