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

Physician 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 		$154K Sell
700
-75
-10% -$17.8K 0.02% 256
2026
Q2 		$218K Buy
775
+121
+19% +$30.5K 0.03% 205
2026
Q1 		$158K Sell
654
-18
-3% -$4.87K 0.02% 218
2025
Q4 		$199K Buy
672
+29
+5% +$8.68K 0.03% 205
2025
Q3 		$181K Buy
643
+192
+43% +$50.3K 0.03% 207
2025
Q2 		$133K Buy
451
+19
+4% +$4.9K 0.02% 235
2025
Q1 		$107K Buy
432
+23
+6% +$5.63K 0.02% 243
2024
Q4 		$89.8K Buy
+409
New +$91.1K 0.02% 270
2023
Q1 		– Sell
-1,528
Closed -$216K – 153
2022
Q4 		$216K Buy
+1,528
New +$211K 0.06% 142
2022
Q3 		– Sell
-1,528
Closed -$202K – 150
2022
Q2 		$202K Buy
1,528
+1
+0.1% +$135 0.06% 145
2022
Q1 		$210K Sell
1,527
-1,454
-49% -$190K 0.06% 146
2021
Q4 		$402K Sell
2,981
-137
-4% -$17.2K 0.11% 98
2021
Q3 		$431K Hold
3,118
– – 0.12% 90
2021
Q2 		$420K Buy
+3,118
New +$426K 0.12% 91
2020
Q3 		– Sell
-4,011
Closed -$487K – 131
2020
Q2 		$487K Sell
4,011
-1,445
-26% -$168K 0.2% 72
2020
Q1 		$622K Buy
5,456
+1,151
+27% +$146K 0.31% 48
2019
Q4 		$562K Sell
4,305
-1,148
-21% -$149K 0.25% 56
2019
Q3 		$709K Buy
+5,453
New +$736K 0.35% 43

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

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

Physician Wealth Advisors reduced its IBM (IBM) stake by 9.7% in Q3 2026, selling an estimated $17.8K and leaving 700 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #256.

Physician Wealth Advisors first reported a position in IBM in Q3 2019 and has held it in 18 quarters since. The position peaked at $709K in Q3 2019. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Physician Wealth Advisors held 700 shares of IBM worth $154K as of Q3 2026.
  • Physician Wealth Advisors sold 75 IBM shares in Q3 2026, an estimated $17.8K.
  • IBM made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #256 holding.
  • Physician Wealth Advisors first reported a position in IBM in Q3 2019 and has held it in 18 quarters since.
  • Physician Wealth Advisors's IBM position peaked at $709K in Q3 2019.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.