SYM Financial Corp
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SYM Financial Corp’s IBM IBM Stock Holding History

SYM Financial Corp’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 		$818K Buy
3,721
+619
+20% +$147K 0.06% 97
2026
Q2 		$872K Buy
3,102
+85
+3% +$21.4K 0.07% 84
2026
Q1 		$731K Buy
3,017
+361
+14% +$97.7K 0.07% 82
2025
Q4 		$787K Buy
2,656
+39
+1% +$11.7K 0.08% 70
2025
Q3 		$738K Sell
2,617
-8
-0.3% -$2.09K 0.08% 73
2025
Q2 		$774K Buy
2,625
+130
+5% +$33.5K 0.09% 76
2025
Q1 		$620K Buy
2,495
+196
+9% +$47.9K 0.08% 81
2024
Q4 		$505K Buy
2,299
+496
+28% +$110K 0.07% 92
2024
Q3 		$399K Buy
1,803
+102
+6% +$20K 0.05% 89
2024
Q2 		$294K Buy
+1,701
New +$296K 0.05% 99

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

SYM Financial Corp's IBM Position: Q3 2026 in Review

SYM Financial Corp increased its IBM (IBM) stake by 20% in Q3 2026, buying an estimated $147K and bringing the position to 3,721 shares worth $818K. The position accounts for 0.06% of the portfolio, ranked #97.

SYM Financial Corp first reported a position in IBM in Q2 2024 and has held it in 10 quarters since. The position peaked at $872K in Q2 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • SYM Financial Corp held 3,721 shares of IBM worth $818K as of Q3 2026.
  • SYM Financial Corp bought 619 IBM shares in Q3 2026, an estimated $147K.
  • IBM made up 0.06% of SYM Financial Corp's portfolio in Q3 2026, its #97 holding.
  • SYM Financial Corp first reported a position in IBM in Q2 2024 and has held it in 10 quarters since.
  • SYM Financial Corp's IBM position peaked at $872K in Q2 2026.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.