StackStone Wealth’s IBM IBM Stock Holding History

StackStone Wealth’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	$12.7M	Buy	+57,733	New	+$13.7M	1.25%	21

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

StackStone Wealth's IBM Position: Q3 2026 in Review

StackStone Wealth opened a new position in IBM (IBM) in Q3 2026: 57,733 shares worth $12.7M. The stake represents 1.25% of the portfolio and ranks #21 among its holdings.

1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

StackStone Wealth held 57,733 shares of IBM worth $12.7M as of Q3 2026.
IBM was a new StackStone Wealth position in Q3 2026.
IBM made up 1.25% of StackStone Wealth's portfolio in Q3 2026, its #21 holding.
1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.