Summit Wealth Group (Colorado)
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Summit Wealth Group (Colorado)’s IBM IBM Stock Holding History

Summit Wealth Group (Colorado)’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 		$508K Buy
2,311
+356
+18% +$84.5K 0.03% 260
2026
Q2 		$550K Buy
1,955
+422
+28% +$106K 0.05% 206
2026
Q1 		$372K Buy
1,533
+417
+37% +$113K 0.04% 222
2025
Q4 		$331K Sell
1,116
-7,519
-87% -$2.25M 0.04% 199
2025
Q3 		$747K Buy
8,635
+7,727
+851% +$2.02M 0.08% 206
2025
Q2 		$268K Buy
+908
New +$234K 0.07% 195

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Summit Wealth Group (Colorado)'s IBM Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its IBM (IBM) stake by 18% in Q3 2026, buying an estimated $84.5K and bringing the position to 2,311 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #260.

Summit Wealth Group (Colorado) first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $747K in Q3 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Summit Wealth Group (Colorado) held 2,311 shares of IBM worth $508K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 356 IBM shares in Q3 2026, an estimated $84.5K.
  • IBM made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #260 holding.
  • Summit Wealth Group (Colorado) first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • Summit Wealth Group (Colorado)'s IBM position peaked at $747K in Q3 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.