Towerpoint Wealth
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Towerpoint Wealth’s IBM IBM Stock Holding History

Towerpoint 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 		– Sell
-834
Closed -$235K – 115
2026
Q2 		$235K Sell
834
-7
-0.8% -$1.76K 0.08% 105
2026
Q1 		$204K Sell
841
-2
-0.2% -$541 0.08% 92
2025
Q4 		$250K Buy
+843
New +$252K 0.1% 83

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Towerpoint Wealth's IBM Position: Q3 2026 in Review

Towerpoint Wealth sold out of IBM (IBM) in Q3 2026, closing a stake of 834 shares — an estimated $235K sold.

Towerpoint Wealth first reported a position in IBM in Q4 2025 and held it in 3 quarters. The position peaked at $250K in Q4 2025. 1,505 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Towerpoint Wealth reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Towerpoint Wealth sold 834 IBM shares in Q3 2026, an estimated $235K.
  • Towerpoint Wealth first reported a position in IBM in Q4 2025 and held it in 3 quarters.
  • Towerpoint Wealth's IBM position peaked at $250K in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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