Third View Private Wealth
IBM icon

Third View Private Wealth’s IBM IBM Stock Holding History

Third View Private Wealth’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 		$1.86M Sell
8,449
-546
-6% -$130K 0.22% 96
2026
Q2 		$2.53M Buy
8,995
+113
+1% +$28.5K 0.31% 78
2026
Q1 		$2.15M Buy
8,882
+116
+1% +$31.4K 0.29% 85
2025
Q4 		$2.6M Buy
+8,766
New +$2.63M 0.35% 74

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

Third View Private Wealth's IBM Position: Q3 2026 in Review

Third View Private Wealth reduced its IBM (IBM) stake by 6.1% in Q3 2026, selling an estimated $130K and leaving 8,449 shares worth $1.86M. The position accounts for 0.22% of the portfolio, ranked #96.

Third View Private Wealth first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.6M in Q4 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Third View Private Wealth held 8,449 shares of IBM worth $1.86M as of Q3 2026.
  • Third View Private Wealth sold 546 IBM shares in Q3 2026, an estimated $130K.
  • IBM made up 0.22% of Third View Private Wealth's portfolio in Q3 2026, its #96 holding.
  • Third View Private Wealth first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's IBM position peaked at $2.6M in Q4 2025.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.