Salomon & Ludwin
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Salomon & Ludwin’s IBM IBM Stock Holding History

Salomon & Ludwin’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 		$426K Sell
1,935
-520
-21% -$123K 0.04% 127
2026
Q2 		$703K Sell
2,455
-51
-2% -$12.8K 0.06% 104
2026
Q1 		$622K Sell
2,506
-19
-0.8% -$5.14K 0.06% 106
2025
Q4 		$745K Sell
2,525
-441
-15% -$132K 0.07% 101
2025
Q3 		$855K Buy
2,966
+1,327
+81% +$347K 0.08% 91
2025
Q2 		$471K Buy
1,639
+500
+44% +$129K 0.05% 110
2025
Q1 		$283K Buy
1,139
+300
+36% +$73.4K 0.03% 133
2024
Q4 		$184K Sell
839
-133
-14% -$29.6K 0.02% 142
2024
Q3 		$215K Sell
972
-1,172
-55% -$230K 0.02% 144
2024
Q2 		$371K Sell
2,144
-467
-18% -$81.1K 0.04% 118
2024
Q1 		$499K Buy
2,611
+421
+19% +$76.8K 0.04% 122
2023
Q4 		$307K Hold
2,190
– – 0.03% 143
2023
Q3 		$307K Buy
2,190
+80
+4% +$11.4K 0.03% 143
2023
Q2 		$282K Hold
2,110
– – 0.03% 151
2023
Q1 		$277K Hold
2,110
– – 0.03% 145
2022
Q4 		$297K Buy
2,110
+270
+15% +$37.2K 0.04% 138
2022
Q3 		$219K Buy
+1,840
New +$241K 0.03% 137
2020
Q2 		– Sell
-592
Closed -$63K – 134
2020
Q1 		$63K Hold
592
– – 0.02% 83
2019
Q4 		$76K Hold
592
– – 0.02% 92
2019
Q3 		$82K Hold
592
– – 0.02% 75
2019
Q2 		$78K Buy
592
+84
+17% +$11K 0.02% 73
2019
Q1 		$69K Hold
508
– – 0.01% 73
2018
Q4 		$55K Buy
+508
New +$61K 0.01% 77

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Salomon & Ludwin's IBM Position: Q3 2026 in Review

Salomon & Ludwin reduced its IBM (IBM) stake by 21% in Q3 2026, selling an estimated $123K and leaving 1,935 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #127.

Salomon & Ludwin first reported a position in IBM in Q4 2018 and has held it in 23 quarters since. The position peaked at $855K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Salomon & Ludwin held 1,935 shares of IBM worth $426K as of Q3 2026.
  • Salomon & Ludwin sold 520 IBM shares in Q3 2026, an estimated $123K.
  • IBM made up 0.04% of Salomon & Ludwin's portfolio in Q3 2026, its #127 holding.
  • Salomon & Ludwin first reported a position in IBM in Q4 2018 and has held it in 23 quarters since.
  • Salomon & Ludwin's IBM position peaked at $855K in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.