Orca Wealth Management
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Orca Wealth Management’s IBM IBM Stock Holding History

Orca 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 		$216K Hold
984
– – 0.13% 80
2026
Q2 		$277K Buy
984
+5
+0.5% +$1.26K 0.17% 67
2026
Q1 		$237K Buy
979
+4
+0.4% +$1.08K 0.17% 65
2025
Q4 		$285K Buy
975
+35
+4% +$10.5K 0.2% 59
2025
Q3 		$265K Hold
940
– – 0.2% 62
2025
Q2 		$277K Buy
940
+5
+0.5% +$1.29K 0.23% 56
2025
Q1 		$232K Sell
935
-50
-5% -$12.2K 0.21% 59
2024
Q4 		$216K Buy
+985
New +$219K 0.19% 61

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

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

Orca Wealth Management held its IBM (IBM) position steady in Q3 2026 at 984 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #80.

Orca Wealth Management first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $285K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Orca Wealth Management held 984 shares of IBM worth $216K as of Q3 2026.
  • Orca Wealth Management left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.13% of Orca Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Orca Wealth Management first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Orca Wealth Management's IBM position peaked at $285K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.