Onyx Bridge Wealth Group
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Onyx Bridge Wealth Group’s IBM IBM Stock Holding History

Onyx Bridge Wealth Group’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 		$2.84M Buy
12,920
+4,841
+60% +$1.15M 0.25% 86
2026
Q2 		$2.27M Buy
8,079
+31
+0.4% +$7.81K 0.2% 94
2026
Q1 		$1.95M Buy
8,048
+640
+9% +$173K 0.21% 96
2025
Q4 		$2.19M Buy
7,408
+61
+0.8% +$18.3K 0.23% 86
2025
Q3 		$2.07M Sell
7,347
-642
-8% -$168K 0.23% 85
2025
Q2 		$2.36M Sell
7,989
-313
-4% -$80.6K 0.31% 65
2025
Q1 		$2.06M Sell
8,302
-188
-2% -$46K 0.3% 61
2024
Q4 		$1.87M Sell
8,490
-14
-0.2% -$3.12K 0.27% 72
2024
Q3 		$1.88M Sell
8,504
-106
-1% -$20.8K 0.28% 70
2024
Q2 		$1.49M Sell
8,610
-63
-0.7% -$10.9K 0.24% 74
2024
Q1 		$1.45M Buy
8,673
+1,147
+15% +$209K 0.26% 74
2023
Q4 		$1.23M Sell
7,526
-20
-0.3% -$3.02K 0.25% 63
2023
Q3 		$1.06M Sell
7,546
-274
-4% -$39K 0.25% 65
2023
Q2 		$1.05M Buy
7,820
+257
+3% +$33.2K 0.25% 74
2023
Q1 		$991K Buy
7,563
+723
+11% +$96.7K 0.4% 50
2022
Q4 		$983K Sell
6,840
-77
-1% -$10.6K 0.4% 38
2022
Q3 		$813K Buy
6,917
+39
+0.6% +$5.12K 0.37% 44
2022
Q2 		$882K Sell
6,878
-56
-0.8% -$7.56K 0.39% 37
2022
Q1 		$936K Buy
6,934
+338
+5% +$44.1K 0.36% 34
2021
Q4 		$897K Sell
6,596
-66
-1% -$8.28K 0.3% 40
2021
Q3 		$906K Buy
6,662
+3,738
+128% +$500K 0.34% 34
2021
Q2 		$388K Buy
2,924
+575
+24% +$78.6K 0.17% 66
2021
Q1 		$299K Buy
2,349
+209
+10% +$25K 0.15% 68
2020
Q4 		$258K Buy
+2,140
New +$247K 0.17% 55

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Onyx Bridge Wealth Group's IBM Position: Q3 2026 in Review

Onyx Bridge Wealth Group increased its IBM (IBM) stake by 60% in Q3 2026, buying an estimated $1.15M and bringing the position to 12,920 shares worth $2.84M. The position accounts for 0.25% of the portfolio, ranked #86.

Onyx Bridge Wealth Group first reported a position in IBM in Q4 2020 and has held it in 24 quarters since. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Onyx Bridge Wealth Group held 12,920 shares of IBM worth $2.84M as of Q3 2026.
  • Onyx Bridge Wealth Group bought 4,841 IBM shares in Q3 2026, an estimated $1.15M.
  • IBM made up 0.25% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #86 holding.
  • Onyx Bridge Wealth Group first reported a position in IBM in Q4 2020 and has held it in 24 quarters since.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.