Selective Wealth Management
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Selective Wealth Management’s IBM IBM Stock Holding History

Selective 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 		$775K Buy
3,311
+157
+5% +$37.3K 0.18% 58
2026
Q2 		$671K Sell
3,154
-85
-3% -$21.4K 0.18% 61
2026
Q1 		$736K Sell
3,239
-38
-1% -$10.3K 0.22% 53
2025
Q4 		$976K Sell
3,277
-1,346
-29% -$403K 0.3% 38
2025
Q3 		$1.36M Sell
4,623
-515
-10% -$135K 0.44% 31
2025
Q2 		$1.49M Sell
5,138
-736
-13% -$190K 0.54% 26
2025
Q1 		$1.38M Sell
5,874
-139
-2% -$34K 0.6% 24
2024
Q4 		$1.31M Buy
6,013
+128
+2% +$28.5K 0.53% 26
2024
Q3 		$1.35M Sell
5,885
-515
-8% -$101K 0.56% 28
2024
Q2 		$1.13M Sell
6,400
-20
-0.3% -$3.48K 0.5% 30
2024
Q1 		$1.19M Sell
6,420
-200
-3% -$36.5K 0.52% 30
2023
Q4 		$1.06M Sell
6,620
-1,370
-17% -$207K 0.54% 30
2023
Q3 		$1.13M Sell
7,990
-6
-0.1% -$854 0.62% 28
2023
Q2 		$1.06M Buy
+7,996
New +$1.03M 0.53% 29
2022
Q4 		$1.57M Sell
11,084
-106
-0.9% -$14.6K 0.83% 25
2022
Q3 		$1.33M Sell
11,190
-8,684
-44% -$1.14M 0.57% 30
2022
Q2 		$2.81M Sell
19,874
-521
-3% -$70.3K 1% 25
2022
Q1 		$2.65M Sell
20,395
-1,947
-9% -$254K 0.96% 21
2021
Q4 		$2.99M Sell
22,342
-4,691
-17% -$588K 1.22% 19
2021
Q3 		$3.59M Sell
27,033
-17,283
-39% -$2.31M 1.9% 14
2021
Q2 		$6.21M Sell
44,316
-20,834
-32% -$2.85M 4.95% 4
2021
Q1 		$8.3M Sell
65,150
-4,132
-6% -$495K 7.55% 4
2020
Q4 		$8.34M Buy
69,282
+9,427
+16% +$1.09M 5.38% 6
2020
Q3 		$6.96M Buy
59,855
+3,088
+5% +$364K 5.46% 6
2020
Q2 		$6.55M Buy
56,767
+55,727
+5,358% +$6.47M 5.43% 5
2020
Q1 		$110K Buy
1,040
+2
+0.2% +$253 0.17% 39
2019
Q4 		$133K Sell
1,038
-20
-2% -$2.6K 0.16% 41
2019
Q3 		$147K Buy
+1,058
New +$143K 0.2% 39
2018
Q3 		$152K Buy
+1,048
New +$146K 1.82% 19

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Selective Wealth Management's IBM Position: Q3 2026 in Review

Selective Wealth Management increased its IBM (IBM) stake by 5% in Q3 2026, buying an estimated $37.3K and bringing the position to 3,311 shares worth $775K. The position accounts for 0.18% of the portfolio, ranked #58.

Selective Wealth Management first reported a position in IBM in Q3 2018 and has held it in 29 quarters since. The position peaked at $8.34M in Q4 2020. 1,483 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Selective Wealth Management held 3,311 shares of IBM worth $775K as of Q3 2026.
  • Selective Wealth Management bought 157 IBM shares in Q3 2026, an estimated $37.3K.
  • IBM made up 0.18% of Selective Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Selective Wealth Management first reported a position in IBM in Q3 2018 and has held it in 29 quarters since.
  • Selective Wealth Management's IBM position peaked at $8.34M in Q4 2020.
  • 1,483 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.