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

Thrive 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 		$1.84M Buy
8,370
+4
+0% +$950 0.23% 51
2026
Q2 		$2.35M Sell
8,366
-91
-1% -$22.9K 0.3% 41
2026
Q1 		$2.05M Buy
8,457
+2,963
+54% +$802K 0.31% 41
2025
Q4 		$1.63M Buy
5,494
+8
+0.1% +$2.4K 0.24% 50
2025
Q3 		$1.55M Sell
5,486
-268
-5% -$70.2K 0.23% 50
2025
Q2 		$1.7M Sell
5,754
-5
-0.1% -$1.29K 0.27% 44
2025
Q1 		$1.43M Sell
5,759
-642
-10% -$157K 0.27% 41
2024
Q4 		$1.41M Sell
6,401
-475
-7% -$106K 0.25% 45
2024
Q3 		$1.52M Sell
6,876
-73
-1% -$14.3K 0.28% 44
2024
Q2 		$1.2M Buy
6,949
+9
+0.1% +$1.56K 0.24% 50
2024
Q1 		$1.33M Sell
6,940
-371
-5% -$67.7K 0.27% 43
2023
Q4 		$1.2M Buy
7,311
+64
+0.9% +$9.7K 0.27% 48
2023
Q3 		$1.02M Buy
7,247
+60
+0.8% +$8.54K 0.27% 47
2023
Q2 		$962K Sell
7,187
-15
-0.2% -$1.94K 0.25% 52
2023
Q1 		$944K Buy
7,202
+294
+4% +$39.3K 0.24% 47
2022
Q4 		$973K Buy
6,908
+587
+9% +$81K 0.28% 44
2022
Q3 		$751K Buy
6,321
+911
+17% +$120K 0.26% 47
2022
Q2 		$764K Buy
5,410
+241
+5% +$32.5K 0.27% 41
2022
Q1 		$672K Buy
5,169
+1,921
+59% +$251K 0.2% 57
2021
Q4 		$434K Buy
+3,248
New +$407K 0.15% 89

Other funds holding IBM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Thrive Wealth Management increased its IBM (IBM) stake by 0.05% in Q3 2026, buying an estimated $950 and bringing the position to 8,370 shares worth $1.84M. The position accounts for 0.23% of the portfolio, ranked #51.

Thrive Wealth Management first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.35M in Q2 2026. 781 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Thrive Wealth Management held 8,370 shares of IBM worth $1.84M as of Q3 2026.
  • Thrive Wealth Management bought 4 IBM shares in Q3 2026, an estimated $950.
  • IBM made up 0.23% of Thrive Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Thrive Wealth Management first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's IBM position peaked at $2.35M in Q2 2026.
  • 781 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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