Shepherd Financial Partners
IBM icon

Shepherd Financial Partners’s IBM IBM Stock Holding History

Shepherd Financial Partners’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 		$218K Sell
992
-79
-7% -$18.8K 0.02% 243
2026
Q2 		$301K Buy
1,071
+10
+0.9% +$2.52K 0.02% 203
2026
Q1 		$257K Sell
1,061
-1
-0.1% -$271 0.02% 217
2025
Q4 		$315K Hold
1,062
– – 0.03% 202
2025
Q3 		$300K Hold
1,062
– – 0.03% 204
2025
Q2 		$313K Hold
1,062
– – 0.03% 194
2025
Q1 		$264K Buy
1,062
+115
+12% +$28.1K 0.03% 204
2024
Q4 		$208K Buy
+947
New +$211K 0.02% 212
2018
Q2 		– Sell
-1,480
Closed -$217K – 132
2018
Q1 		$217K Hold
1,480
– – 0.05% 110
2017
Q4 		$217K Hold
1,480
– – 0.05% 106
2017
Q3 		$210K Hold
1,480
– – 0.05% 108
2017
Q2 		$217K Sell
1,480
-14
-0.9% -$2.11K 0.05% 105
2017
Q1 		$248K Sell
1,494
-378
-20% -$63.4K 0.06% 100
2016
Q4 		$299K Buy
+1,872
New +$285K 0.08% 93

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

Shepherd Financial Partners's IBM Position: Q3 2026 in Review

Shepherd Financial Partners reduced its IBM (IBM) stake by 7.4% in Q3 2026, selling an estimated $18.8K and leaving 992 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #243.

Shepherd Financial Partners first reported a position in IBM in Q4 2016 and has held it in 14 quarters since. The position peaked at $315K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Shepherd Financial Partners held 992 shares of IBM worth $218K as of Q3 2026.
  • Shepherd Financial Partners sold 79 IBM shares in Q3 2026, an estimated $18.8K.
  • IBM made up 0.02% of Shepherd Financial Partners's portfolio in Q3 2026, its #243 holding.
  • Shepherd Financial Partners first reported a position in IBM in Q4 2016 and has held it in 14 quarters since.
  • Shepherd Financial Partners's IBM position peaked at $315K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.