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

Peterson 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 		$14.9K Buy
68
+1
+1% +$237 0.01% 131
2026
Q2 		$19K Hold
67
– – 0.01% 119
2026
Q1 		$16.2K Buy
+67
New +$18.1K 0.01% 115

Other funds holding IBM

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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

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

Peterson Wealth Management increased its IBM (IBM) stake by 1.5% in Q3 2026, buying an estimated $237 and bringing the position to 68 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #131.

Peterson Wealth Management first reported a position in IBM in Q1 2026 and has held it in 3 quarters since. The position peaked at $19K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Peterson Wealth Management held 68 shares of IBM worth $14.9K as of Q3 2026.
  • Peterson Wealth Management bought 1 IBM share in Q3 2026, an estimated $237.
  • IBM made up 0.01% of Peterson Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Peterson Wealth Management first reported a position in IBM in Q1 2026 and has held it in 3 quarters since.
  • Peterson Wealth Management's IBM position peaked at $19K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.