Traveka Wealth
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Traveka Wealth’s IBM IBM Stock Holding History

Traveka 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 		$250K Buy
1,136
+49
+5% +$11.6K 0.08% 173
2026
Q2 		$306K Buy
1,087
+36
+3% +$9.07K 0.1% 135
2026
Q1 		$255K Sell
1,051
-2
-0.2% -$541 0.1% 152
2025
Q4 		$312K Buy
1,053
+4
+0.4% +$1.2K 0.13% 127
2025
Q3 		$296K Buy
1,049
+5
+0.5% +$1.31K 0.13% 118
2025
Q2 		$308K Buy
1,044
+66
+7% +$17K 0.16% 103
2025
Q1 		$243K Buy
978
+29
+3% +$7.09K 0.14% 121
2024
Q4 		$209K Buy
+949
New +$211K 0.12% 127

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Traveka Wealth's IBM Position: Q3 2026 in Review

Traveka Wealth increased its IBM (IBM) stake by 4.5% in Q3 2026, buying an estimated $11.6K and bringing the position to 1,136 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #173.

Traveka Wealth first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $312K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Traveka Wealth held 1,136 shares of IBM worth $250K as of Q3 2026.
  • Traveka Wealth bought 49 IBM shares in Q3 2026, an estimated $11.6K.
  • IBM made up 0.08% of Traveka Wealth's portfolio in Q3 2026, its #173 holding.
  • Traveka Wealth first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Traveka Wealth's IBM position peaked at $312K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.