Opal Wealth Advisors
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Opal Wealth Advisors’s IBM IBM Stock Holding History

Opal Wealth Advisors’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 		$889K Sell
4,044
-27
-0.7% -$6.41K 0.19% 62
2026
Q2 		$1.14M Buy
4,071
+81
+2% +$20.4K 0.25% 47
2026
Q1 		$967K Sell
3,990
-58
-1% -$15.7K 0.22% 47
2025
Q4 		$1.2M Sell
4,048
-16
-0.4% -$4.79K 0.31% 38
2025
Q3 		$1.15M Buy
4,064
+458
+13% +$120K 0.32% 36
2025
Q2 		$1.06M Buy
3,606
+584
+19% +$150K 0.29% 39
2025
Q1 		$751K Buy
3,022
+58
+2% +$14.2K 0.23% 50
2024
Q4 		$651K Buy
2,964
+319
+12% +$71K 0.2% 73
2024
Q3 		$585K Sell
2,645
-25
-0.9% -$4.9K 0.18% 74
2024
Q2 		$462K Sell
2,670
-252
-9% -$43.8K 0.15% 81
2024
Q1 		$558K Sell
2,922
-390
-12% -$71.1K 0.19% 73
2023
Q4 		$542K Sell
3,312
-2,578
-44% -$390K 0.21% 75
2023
Q3 		$826K Sell
5,890
-800
-12% -$114K 0.48% 33
2023
Q2 		$895K Buy
+6,690
New +$863K 0.45% 29

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

Opal Wealth Advisors's IBM Position: Q3 2026 in Review

Opal Wealth Advisors reduced its IBM (IBM) stake by 0.66% in Q3 2026, selling an estimated $6.41K and leaving 4,044 shares worth $889K. The position accounts for 0.19% of the portfolio, ranked #62.

Opal Wealth Advisors first reported a position in IBM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Opal Wealth Advisors held 4,044 shares of IBM worth $889K as of Q3 2026.
  • Opal Wealth Advisors sold 27 IBM shares in Q3 2026, an estimated $6.41K.
  • IBM made up 0.19% of Opal Wealth Advisors's portfolio in Q3 2026, its #62 holding.
  • Opal Wealth Advisors first reported a position in IBM in Q2 2023 and has held it in 14 quarters since.
  • Opal Wealth Advisors's IBM position peaked at $1.2M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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