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Sheets Smith Wealth Management’s IBM IBM Stock Holding History

Sheets Smith 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 		– Sell
-812
Closed -$228K – 400
2026
Q2 		$228K Buy
+812
New +$205K 0.02% 382
2026
Q1 		– Sell
-695
Closed -$206K – 399
2025
Q4 		$206K Buy
+695
New +$208K 0.02% 384
2017
Q2 		– Sell
-1,327
Closed -$221K – 302
2017
Q1 		$221K Buy
1,327
+22
+2% +$3.69K 0.06% 271
2016
Q4 		$207K Buy
+1,305
New +$199K 0.06% 261
2016
Q1 		– Sell
-2,079
Closed -$274K – 248
2015
Q4 		$274K Buy
2,079
+22
+1% +$2.96K 0.08% 192
2015
Q3 		$285K Buy
2,057
+232
+13% +$34.3K 0.1% 164
2015
Q2 		$284K Buy
1,825
+226
+14% +$36.3K 0.08% 193
2015
Q1 		$245K Sell
1,599
-271
-14% -$41.1K 0.07% 208
2014
Q4 		$287K Buy
1,870
+94
+5% +$15K 0.07% 199
2014
Q3 		$322K Hold
1,776
– – 0.09% 188
2014
Q2 		$308K Sell
1,776
-59
-3% -$10.6K 0.08% 200
2014
Q1 		$338K Buy
1,835
+55
+3% +$9.68K 0.09% 193
2013
Q4 		$319K Sell
1,780
-4
-0.2% -$690 0.09% 205
2013
Q3 		$316K Sell
1,784
-32
-2% -$5.82K 0.1% 196
2013
Q2 		$332K Buy
+1,816
New +$354K 0.11% 192

Other funds holding IBM

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sheets Smith Wealth Management's IBM Position: Q3 2026 in Review

Sheets Smith Wealth Management sold out of IBM (IBM) in Q3 2026, closing a stake of 812 shares — an estimated $228K sold.

Sheets Smith Wealth Management first reported a position in IBM in Q2 2013 and held it in 15 quarters. The position peaked at $338K in Q1 2014. 609 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Sheets Smith Wealth Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 812 IBM shares in Q3 2026, an estimated $228K.
  • Sheets Smith Wealth Management first reported a position in IBM in Q2 2013 and held it in 15 quarters.
  • Sheets Smith Wealth Management's IBM position peaked at $338K in Q1 2014.
  • 609 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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