Prosperitas Financial
IBM icon

Prosperitas Financial’s IBM IBM Stock Holding History

Prosperitas Financial’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 		$421K Buy
1,913
+90
+5% +$21.4K 0.13% 61
2026
Q2 		$513K Buy
1,823
+426
+30% +$107K 0.16% 53
2026
Q1 		$339K Buy
1,397
+165
+13% +$44.6K 0.13% 65
2025
Q4 		$365K Sell
1,232
-28
-2% -$8.39K 0.14% 55
2025
Q3 		$356K Buy
1,260
+36
+3% +$9.42K 0.15% 48
2025
Q2 		$361K Sell
1,224
-24
-2% -$6.18K 0.17% 43
2025
Q1 		$310K Buy
1,248
+6
+0.5% +$1.47K 0.16% 44
2024
Q4 		$273K Buy
1,242
+95
+8% +$21.2K 0.14% 52
2024
Q3 		$254K Buy
+1,147
New +$225K 0.14% 54

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

Prosperitas Financial's IBM Position: Q3 2026 in Review

Prosperitas Financial increased its IBM (IBM) stake by 4.9% in Q3 2026, buying an estimated $21.4K and bringing the position to 1,913 shares worth $421K. The position accounts for 0.13% of the portfolio, ranked #61.

Prosperitas Financial first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $513K in Q2 2026. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Prosperitas Financial held 1,913 shares of IBM worth $421K as of Q3 2026.
  • Prosperitas Financial bought 90 IBM shares in Q3 2026, an estimated $21.4K.
  • IBM made up 0.13% of Prosperitas Financial's portfolio in Q3 2026, its #61 holding.
  • Prosperitas Financial first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
  • Prosperitas Financial's IBM position peaked at $513K in Q2 2026.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.