Johnson Dunn Capital Advisors Inc’s IBM IBM Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$3.36M	Buy	+15,267	New	+$3.63M	2.39%	5

Other funds holding IBM

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's IBM Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in IBM (IBM) in Q3 2026: 15,267 shares worth $3.36M. The stake represents 2.39% of the portfolio and ranks #5 among its holdings.

2,717 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 15,267 shares of IBM worth $3.36M as of Q3 2026.
IBM was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
IBM made up 2.39% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #5 holding.
2,717 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.