PFG Private Wealth Management
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PFG Private Wealth Management’s IBM IBM Stock Holding History

PFG Private 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 		– Sell
-1,474
Closed -$415K – 76
2026
Q2 		$415K Buy
1,474
+52
+4% +$13.1K 0.18% 43
2026
Q1 		$345K Buy
1,422
+56
+4% +$15.2K 0.15% 49
2025
Q4 		$405K Buy
+1,366
New +$409K 0.18% 39
2025
Q3 		– Sell
-1,135
Closed -$335K – 136
2025
Q2 		$335K Buy
1,135
+43
+4% +$11.1K 0.17% 40
2025
Q1 		$272K Buy
1,092
+8
+0.7% +$1.96K 0.15% 44
2024
Q4 		$238K Buy
1,084
+12
+1% +$2.67K 0.14% 45
2024
Q3 		$237K Buy
1,072
+1,059
+8,146% +$208K 0.14% 47
2024
Q2 		$2.25K Hold
13
– – ﹤0.01% 200
2024
Q1 		$2.48K Sell
13
-6
-32% -$1.1K ﹤0.01% 188
2023
Q4 		$3.11K Sell
19
-23
-55% -$3.48K ﹤0.01% 175
2023
Q3 		$5.89K Sell
42
-201
-83% -$28.6K ﹤0.01% 210
2023
Q2 		$32.5K Buy
243
+73
+43% +$9.42K 0.02% 161
2023
Q1 		$22.3K Buy
170
+14
+9% +$1.87K 0.01% 174
2022
Q4 		$22K Buy
156
+19
+14% +$2.62K 0.01% 162
2022
Q3 		$16K Hold
137
– – 0.01% 164
2022
Q2 		$19K Buy
137
+13
+10% +$1.76K 0.01% 176
2022
Q1 		$16K Hold
124
– – 0.01% 183
2021
Q4 		$17K Sell
124
-6
-5% -$753 0.01% 181
2021
Q3 		$17K Buy
+130
New +$17.4K 0.01% 174

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

PFG Private Wealth Management's IBM Position: Q3 2026 in Review

PFG Private Wealth Management sold out of IBM (IBM) in Q3 2026, closing a stake of 1,474 shares — an estimated $415K sold.

PFG Private Wealth Management first reported a position in IBM in Q3 2021 and held it in 19 quarters. The position peaked at $415K in Q2 2026. 2,445 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • PFG Private Wealth Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,474 IBM shares in Q3 2026, an estimated $415K.
  • PFG Private Wealth Management first reported a position in IBM in Q3 2021 and held it in 19 quarters.
  • PFG Private Wealth Management's IBM position peaked at $415K in Q2 2026.
  • 2,445 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.