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

Outlook 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 		$242K Hold
1,102
– – 0.05% 281
2026
Q2 		$310K Sell
1,102
-9
-0.8% -$2.27K 0.07% 249
2026
Q1 		$269K Hold
1,111
– – 0.07% 270
2025
Q4 		$329K Buy
1,111
+189
+20% +$56.6K 0.07% 225
2025
Q3 		$260K Buy
922
+55
+6% +$14.4K 0.06% 262
2025
Q2 		$256K Buy
867
+16
+2% +$4.12K 0.07% 245
2025
Q1 		$212K Buy
+851
New +$208K 0.06% 255
2019
Q1 		– Sell
-1,841
Closed -$200K – 158
2018
Q4 		$200K Buy
+1,841
New +$221K 0.09% 168

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

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

Outlook Wealth Advisors held its IBM (IBM) position steady in Q3 2026 at 1,102 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #281.

Outlook Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 8 quarters since. The position peaked at $329K in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Outlook Wealth Advisors held 1,102 shares of IBM worth $242K as of Q3 2026.
  • Outlook Wealth Advisors left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.05% of Outlook Wealth Advisors's portfolio in Q3 2026, its #281 holding.
  • Outlook Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 8 quarters since.
  • Outlook Wealth Advisors's IBM position peaked at $329K in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.