Red Door Wealth Management
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Red Door Wealth Management’s IBM IBM Stock Holding History

Red Door 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 		$1.23M Buy
5,599
+475
+9% +$113K 0.1% 109
2026
Q2 		$1.44M Sell
5,124
-239
-4% -$60.2K 0.13% 99
2026
Q1 		$1.3M Buy
5,363
+80
+2% +$21.6K 0.14% 96
2025
Q4 		$1.56M Buy
5,283
+51
+1% +$15.3K 0.16% 89
2025
Q3 		$1.48M Buy
5,232
+1,831
+54% +$479K 0.16% 88
2025
Q2 		$1M Buy
3,401
+134
+4% +$34.5K 0.12% 105
2025
Q1 		$812K Sell
3,267
-1,874
-36% -$458K 0.12% 102
2024
Q4 		$1.13M Buy
5,141
+706
+16% +$157K 0.17% 85
2024
Q3 		$980K Sell
4,435
-164
-4% -$32.2K 0.16% 86
2024
Q2 		$795K Buy
4,599
+187
+4% +$32.5K 0.14% 94
2024
Q1 		$843K Buy
4,412
+2,189
+98% +$399K 0.16% 87
2023
Q4 		$364K Buy
2,223
+172
+8% +$26K 0.08% 139
2023
Q3 		$288K Sell
2,051
-30
-1% -$4.27K 0.07% 146
2023
Q2 		$278K Buy
2,081
+170
+9% +$21.9K 0.06% 185
2023
Q1 		$251K Buy
1,911
+74
+4% +$9.9K 0.08% 131
2022
Q4 		$259K Sell
1,837
-20
-1% -$2.76K 0.09% 124
2022
Q3 		$220K Sell
1,857
-424
-19% -$55.6K 0.08% 123
2022
Q2 		$322K Sell
2,281
-722
-24% -$97.4K 0.12% 106
2022
Q1 		$390K Buy
3,003
+180
+6% +$23.5K 0.13% 102
2021
Q4 		$377K Buy
2,823
+779
+38% +$97.7K 0.12% 121
2021
Q3 		$271K Buy
2,044
+1,353
+196% +$181K 0.1% 136
2021
Q2 		$96K Buy
+691
New +$94.5K 0.04% 202
2020
Q3 		– Sell
-1,104
Closed -$127K – 237
2020
Q2 		$127K Sell
1,104
-12
-1% -$1.39K 0.09% 117
2020
Q1 		$118K Buy
+1,116
New +$141K 0.11% 112

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

Red Door Wealth Management's IBM Position: Q3 2026 in Review

Red Door Wealth Management increased its IBM (IBM) stake by 9.3% in Q3 2026, buying an estimated $113K and bringing the position to 5,599 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #109.

Red Door Wealth Management first reported a position in IBM in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.56M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Red Door Wealth Management held 5,599 shares of IBM worth $1.23M as of Q3 2026.
  • Red Door Wealth Management bought 475 IBM shares in Q3 2026, an estimated $113K.
  • IBM made up 0.1% of Red Door Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Red Door Wealth Management first reported a position in IBM in Q1 2020 and has held it in 24 quarters since.
  • Red Door Wealth Management's IBM position peaked at $1.56M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Red Door Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.