Sensible Money
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Sensible Money’s IBM IBM Stock Holding History

Sensible Money’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 		$240K Buy
1,092
+141
+15% +$33.5K 0.06% 94
2026
Q2 		$268K Buy
+951
New +$240K 0.07% 84
2026
Q1 		– Sell
-869
Closed -$257K – 88
2025
Q4 		$257K Buy
869
+4
+0.5% +$1.2K 0.08% 71
2025
Q3 		$244K Hold
865
– – 0.08% 74
2025
Q2 		$255K Hold
865
– – 0.1% 69
2025
Q1 		$215K Buy
+865
New +$212K 0.09% 77

Other funds holding IBM

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
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
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

Sensible Money's IBM Position: Q3 2026 in Review

Sensible Money increased its IBM (IBM) stake by 15% in Q3 2026, buying an estimated $33.5K and bringing the position to 1,092 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #94.

Sensible Money first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $268K in Q2 2026. 1,031 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Sensible Money held 1,092 shares of IBM worth $240K as of Q3 2026.
  • Sensible Money bought 141 IBM shares in Q3 2026, an estimated $33.5K.
  • IBM made up 0.06% of Sensible Money's portfolio in Q3 2026, its #94 holding.
  • Sensible Money first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Sensible Money's IBM position peaked at $268K in Q2 2026.
  • 1,031 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.