PUREfi Wealth
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PUREfi Wealth’s IBM IBM Stock Holding History

PUREfi Wealth’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 		$252K Sell
1,144
-41
-3% -$9.7K 0.12% 203
2026
Q2 		$333K Buy
1,185
+151
+15% +$38K 0.18% 143
2026
Q1 		$251K Buy
1,034
+33
+3% +$8.93K 0.16% 161
2025
Q4 		$297K Buy
1,001
+16
+2% +$4.79K 0.23% 121
2025
Q3 		$278K Sell
985
-156
-14% -$40.8K 0.21% 126
2025
Q2 		$336K Sell
1,141
-193
-14% -$49.7K 0.27% 100
2025
Q1 		$332K Buy
1,334
+45
+3% +$11K 0.33% 90
2024
Q4 		$283K Buy
+1,289
New +$287K 0.28% 104

Other funds holding IBM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

PUREfi Wealth's IBM Position: Q3 2026 in Review

PUREfi Wealth reduced its IBM (IBM) stake by 3.5% in Q3 2026, selling an estimated $9.7K and leaving 1,144 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #203.

PUREfi Wealth first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $336K in Q2 2025. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • PUREfi Wealth held 1,144 shares of IBM worth $252K as of Q3 2026.
  • PUREfi Wealth sold 41 IBM shares in Q3 2026, an estimated $9.7K.
  • IBM made up 0.12% of PUREfi Wealth's portfolio in Q3 2026, its #203 holding.
  • PUREfi Wealth first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • PUREfi Wealth's IBM position peaked at $336K in Q2 2025.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.