TradeWell Securities’s IBM IBM Stock Holding History

TradeWell Securities’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	$226K	Sell	1,030 -4	-0.4%	-$950	0.08%	52
2026 Q2	$291K	Buy	1,034 +16	+2%	+$4.03K	0.1%	45
2026 Q1	$247K	Buy	1,018 +6	+0.6%	+$1.62K	0.1%	47
2025 Q4	$300K	Buy	1,012 +5	+0.5%	+$1.5K	0.12%	38
2025 Q3	$289K	Buy	1,007 +5	+0.5%	+$1.31K	0.12%	39
2025 Q2	$295K	Buy	1,002 +6	+0.6%	+$1.55K	0.14%	35
2025 Q1	$248K	Sell	996 -2	-0.2%	-$489	0.14%	36
2024 Q4	$219K	Buy	+998	New	+$222K	0.11%	36

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TradeWell Securities's IBM Position: Q3 2026 in Review

TradeWell Securities reduced its IBM (IBM) stake by 0.39% in Q3 2026, selling an estimated $950 and leaving 1,030 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #52.

TradeWell Securities first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $300K in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

TradeWell Securities held 1,030 shares of IBM worth $226K as of Q3 2026.
TradeWell Securities sold 4 IBM shares in Q3 2026, an estimated $950.
IBM made up 0.08% of TradeWell Securities's portfolio in Q3 2026, its #52 holding.
TradeWell Securities first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
TradeWell Securities's IBM position peaked at $300K in Q4 2025.
2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.