Sweeney & Michel
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Sweeney & Michel’s IBM IBM Stock Holding History

Sweeney & Michel’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 		$532K Buy
2,420
+24
+1% +$5.7K 0.14% 97
2026
Q2 		$568K Buy
2,396
+15
+0.6% +$3.78K 0.15% 88
2026
Q1 		$566K Buy
2,381
+15
+0.6% +$4.06K 0.17% 81
2025
Q4 		$645K Buy
2,366
+13
+0.6% +$3.89K 0.19% 77
2025
Q3 		$654K Buy
2,353
+15
+0.6% +$3.93K 0.22% 70
2025
Q2 		$663K Buy
+2,338
New +$602K 0.24% 66

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sweeney & Michel's IBM Position: Q3 2026 in Review

Sweeney & Michel increased its IBM (IBM) stake by 1% in Q3 2026, buying an estimated $5.7K and bringing the position to 2,420 shares worth $532K. The position accounts for 0.14% of the portfolio, ranked #97.

Sweeney & Michel first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $663K in Q2 2025. 2,139 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Sweeney & Michel held 2,420 shares of IBM worth $532K as of Q3 2026.
  • Sweeney & Michel bought 24 IBM shares in Q3 2026, an estimated $5.7K.
  • IBM made up 0.14% of Sweeney & Michel's portfolio in Q3 2026, its #97 holding.
  • Sweeney & Michel first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • Sweeney & Michel's IBM position peaked at $663K in Q2 2025.
  • 2,139 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.