Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s IBM IBM Stock Holding History

Patrick M. Sweeney & Associates’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 		$562K Buy
2,555
+133
+5% +$31.6K 0.32% 76
2026
Q2 		$681K Buy
2,422
+165
+7% +$41.6K 0.39% 63
2026
Q1 		$547K Sell
2,257
-19
-0.8% -$5.14K 0.35% 71
2025
Q4 		$674K Sell
2,276
-59
-3% -$17.7K 0.42% 61
2025
Q3 		$659K Buy
2,335
+20
+0.9% +$5.24K 0.43% 57
2025
Q2 		$676K Hold
2,315
– – 0.46% 51
2025
Q1 		$576K Buy
2,315
+1
+0% +$245 0.43% 65
2024
Q4 		$509K Buy
2,314
+5
+0.2% +$1.11K 0.38% 67
2024
Q3 		$510K Sell
2,309
-5
-0.2% -$980 0.38% 71
2024
Q2 		$393K Buy
2,314
+156
+7% +$27.1K 0.32% 75
2024
Q1 		$412K Buy
2,158
+100
+5% +$18.2K 0.34% 79
2023
Q4 		$337K Buy
+2,058
New +$311K 0.31% 79

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Patrick M. Sweeney & Associates's IBM Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its IBM (IBM) stake by 5.5% in Q3 2026, buying an estimated $31.6K and bringing the position to 2,555 shares worth $562K. The position accounts for 0.32% of the portfolio, ranked #76.

Patrick M. Sweeney & Associates first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $681K in Q2 2026. 1,644 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Patrick M. Sweeney & Associates held 2,555 shares of IBM worth $562K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 133 IBM shares in Q3 2026, an estimated $31.6K.
  • IBM made up 0.32% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #76 holding.
  • Patrick M. Sweeney & Associates first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's IBM position peaked at $681K in Q2 2026.
  • 1,644 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.