Taylor Financial Group
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Taylor Financial Group’s IBM IBM Stock Holding History

Taylor Financial Group’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 		– Sell
-908
Closed -$255K – 100
2026
Q2 		$255K Hold
908
– – 0.14% 93
2026
Q1 		$220K Sell
908
-337
-27% -$91.2K 0.13% 93
2025
Q4 		$369K Hold
1,245
– – 0.22% 77
2025
Q3 		$351K Hold
1,245
– – 0.2% 81
2025
Q2 		$367K Hold
1,245
– – 0.23% 78
2025
Q1 		$310K Hold
1,245
– – 0.22% 78
2024
Q4 		$274K Sell
1,245
-30
-2% -$6.68K 0.19% 79
2024
Q3 		$282K Hold
1,275
– – 0.19% 80
2024
Q2 		$221K Hold
1,275
– – 0.17% 82
2024
Q1 		$243K Hold
1,275
– – 0.19% 81
2023
Q4 		$209K Buy
+1,275
New +$193K 0.17% 86

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

Taylor Financial Group's IBM Position: Q3 2026 in Review

Taylor Financial Group sold out of IBM (IBM) in Q3 2026, closing a stake of 908 shares — an estimated $255K sold.

Taylor Financial Group first reported a position in IBM in Q4 2023 and held it in 11 quarters. The position peaked at $369K in Q4 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Taylor Financial Group reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Taylor Financial Group sold 908 IBM shares in Q3 2026, an estimated $255K.
  • Taylor Financial Group first reported a position in IBM in Q4 2023 and held it in 11 quarters.
  • Taylor Financial Group's IBM position peaked at $369K in Q4 2025.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.