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Thoroughbred Financial Services’s IBM IBM Stock Holding History

Thoroughbred Financial Services’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 		$1.35M Buy
6,125
+818
+15% +$194K 0.07% 242
2026
Q2 		$1.49M Buy
5,307
+648
+14% +$163K 0.07% 230
2026
Q1 		$1.13M Hold
4,659
– – 0.07% 258
2025
Q4 		$1.38M Buy
4,659
+359
+8% +$108K 0.08% 228
2025
Q3 		$1.21M Buy
4,300
+35
+0.8% +$9.16K 0.07% 239
2025
Q2 		$1.26M Sell
4,265
-4,418
-51% -$1.14M 0.09% 226
2025
Q1 		$2.16M Sell
8,683
-24
-0.3% -$5.87K 0.13% 160
2024
Q4 		$1.91M Sell
8,707
-210
-2% -$46.8K 0.12% 164
2024
Q3 		$1.97M Buy
8,917
+37
+0.4% +$7.26K 0.13% 155
2024
Q2 		$1.54M Buy
8,880
+4,400
+98% +$765K 0.1% 188
2024
Q1 		$855K Sell
4,480
-4,278
-49% -$780K 0.08% 225
2023
Q4 		$1.43M Sell
8,758
-64
-0.7% -$9.7K 0.12% 178
2023
Q3 		$1.24M Buy
8,822
+4,399
+99% +$626K 0.12% 180
2023
Q2 		$591K Sell
4,423
-24
-0.5% -$3.1K 0.08% 230
2023
Q1 		$583K Sell
4,447
-194
-4% -$26K 0.09% 229
2022
Q4 		$653K Buy
4,641
+374
+9% +$51.6K 0.11% 199
2022
Q3 		$506K Sell
4,267
-371
-8% -$48.7K 0.1% 207
2022
Q2 		$654K Buy
4,638
+756
+19% +$102K 0.12% 177
2022
Q1 		$504K Buy
3,882
+467
+14% +$60.9K 0.08% 215
2021
Q4 		$456K Sell
3,415
-416
-11% -$52.2K 0.1% 206
2021
Q3 		$508K Buy
3,831
+83
+2% +$11.1K 0.12% 166
2021
Q2 		$525K Sell
3,748
-19
-0.5% -$2.6K 0.13% 164
2021
Q1 		$479K Buy
3,767
+1,365
+57% +$163K 0.13% 164
2020
Q4 		$289K Buy
2,402
+53
+2% +$6.12K 0.09% 197
2020
Q3 		$273K Sell
2,349
-26
-1% -$3.06K 0.1% 183
2020
Q2 		$274K Sell
2,375
-1,016
-30% -$118K 0.11% 175
2020
Q1 		$360K Buy
3,391
+1,000
+42% +$126K 0.13% 162
2019
Q4 		$306K Sell
2,391
-697
-23% -$90.6K 0.1% 191
2019
Q3 		$429K Sell
3,088
-66
-2% -$8.9K 0.16% 155
2019
Q2 		$416K Buy
3,154
+226
+8% +$29.7K 0.16% 129
2019
Q1 		$395K Buy
2,928
+100
+4% +$12.7K 0.16% 142
2018
Q4 		$307K Buy
+2,828
New +$339K 0.15% 137

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 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

Thoroughbred Financial Services's IBM Position: Q3 2026 in Review

Thoroughbred Financial Services increased its IBM (IBM) stake by 15% in Q3 2026, buying an estimated $194K and bringing the position to 6,125 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #242.

Thoroughbred Financial Services first reported a position in IBM in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.16M in Q1 2025. 2,580 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Thoroughbred Financial Services held 6,125 shares of IBM worth $1.35M as of Q3 2026.
  • Thoroughbred Financial Services bought 818 IBM shares in Q3 2026, an estimated $194K.
  • IBM made up 0.07% of Thoroughbred Financial Services's portfolio in Q3 2026, its #242 holding.
  • Thoroughbred Financial Services first reported a position in IBM in Q4 2018 and has held it in 32 quarters since.
  • Thoroughbred Financial Services's IBM position peaked at $2.16M in Q1 2025.
  • 2,580 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.