Tanager Wealth Management
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Tanager Wealth Management’s IBM IBM Stock Holding History

Tanager Wealth Management’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 		$336K Buy
1,526
+90
+6% +$21.4K 0.03% 124
2026
Q2 		$404K Buy
1,436
+445
+45% +$112K 0.04% 106
2026
Q1 		$240K Buy
991
+213
+27% +$57.6K 0.02% 128
2025
Q4 		$230K Buy
778
+21
+3% +$6.29K 0.02% 127
2025
Q3 		$214K Buy
+757
New +$198K 0.02% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Tanager Wealth Management's IBM Position: Q3 2026 in Review

Tanager Wealth Management increased its IBM (IBM) stake by 6.3% in Q3 2026, buying an estimated $21.4K and bringing the position to 1,526 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #124.

Tanager Wealth Management first reported a position in IBM in Q3 2025 and has held it in 5 quarters since. The position peaked at $404K in Q2 2026. 2,348 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Tanager Wealth Management held 1,526 shares of IBM worth $336K as of Q3 2026.
  • Tanager Wealth Management bought 90 IBM shares in Q3 2026, an estimated $21.4K.
  • IBM made up 0.03% of Tanager Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Tanager Wealth Management first reported a position in IBM in Q3 2025 and has held it in 5 quarters since.
  • Tanager Wealth Management's IBM position peaked at $404K in Q2 2026.
  • 2,348 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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