Omni 360 Wealth
IBM icon

Omni 360 Wealth’s IBM IBM Stock Holding History

Omni 360 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 		$423K Buy
1,921
+20
+1% +$4.75K 0.19% 96
2026
Q2 		$535K Buy
1,901
+200
+12% +$50.4K 0.25% 79
2026
Q1 		$412K Sell
1,701
-6
-0.4% -$1.62K 0.21% 90
2025
Q4 		$528K Sell
1,707
-200
-10% -$59.9K 0.27% 76
2025
Q3 		$538K Hold
1,907
– – 0.3% 68
2025
Q2 		$562K Hold
1,907
– – 0.35% 63
2025
Q1 		$474K Sell
1,907
-18
-0.9% -$4.4K 0.32% 65
2024
Q4 		$423K Sell
1,925
-126
-6% -$28.1K 0.28% 71
2024
Q3 		$453K Hold
2,051
– – 0.31% 73
2024
Q2 		$355K Buy
2,051
+14
+0.7% +$2.43K 0.27% 80
2024
Q1 		$389K Sell
2,037
-19
-0.9% -$3.47K 0.32% 72
2023
Q4 		$336K Buy
+2,056
New +$311K 0.31% 71

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Omni 360 Wealth's IBM Position: Q3 2026 in Review

Omni 360 Wealth increased its IBM (IBM) stake by 1.1% in Q3 2026, buying an estimated $4.75K and bringing the position to 1,921 shares worth $423K. The position accounts for 0.19% of the portfolio, ranked #96.

Omni 360 Wealth first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $562K in Q2 2025. 2,332 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Omni 360 Wealth held 1,921 shares of IBM worth $423K as of Q3 2026.
  • Omni 360 Wealth bought 20 IBM shares in Q3 2026, an estimated $4.75K.
  • IBM made up 0.19% of Omni 360 Wealth's portfolio in Q3 2026, its #96 holding.
  • Omni 360 Wealth first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • Omni 360 Wealth's IBM position peaked at $562K in Q2 2025.
  • 2,332 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.