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Stone Summit Wealth’s IBM IBM Stock Holding History

Stone Summit 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 		$329K Hold
1,496
– – 0.09% 115
2026
Q2 		$421K Sell
1,496
-200
-12% -$50.4K 0.11% 108
2026
Q1 		$411K Sell
1,696
-75
-4% -$20.3K 0.11% 101
2025
Q4 		$525K Buy
1,771
+125
+8% +$37.4K 0.14% 97
2025
Q3 		$464K Sell
1,646
-350
-18% -$91.6K 0.13% 103
2025
Q2 		$588K Buy
1,996
+400
+25% +$103K 0.18% 89
2025
Q1 		$397K Buy
1,596
+150
+10% +$36.7K 0.13% 111
2024
Q4 		$318K Buy
1,446
+253
+21% +$56.3K 0.11% 119
2024
Q3 		$264K Hold
1,193
– – 0.09% 132
2024
Q2 		$206K Buy
1,193
+50
+4% +$8.69K 0.07% 135
2024
Q1 		$218K Buy
+1,143
New +$209K 0.08% 136

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
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
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

Stone Summit Wealth's IBM Position: Q3 2026 in Review

Stone Summit Wealth held its IBM (IBM) position steady in Q3 2026 at 1,496 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #115.

Stone Summit Wealth first reported a position in IBM in Q1 2024 and has held it in 11 quarters since. The position peaked at $588K in Q2 2025. 800 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Stone Summit Wealth held 1,496 shares of IBM worth $329K as of Q3 2026.
  • Stone Summit Wealth left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.09% of Stone Summit Wealth's portfolio in Q3 2026, its #115 holding.
  • Stone Summit Wealth first reported a position in IBM in Q1 2024 and has held it in 11 quarters since.
  • Stone Summit Wealth's IBM position peaked at $588K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.