Triad Wealth Partners’s IBM IBM Stock Holding History

Triad Wealth Partners’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	$904K	Sell	4,109 -557	-12%	-$132K	0.05%	222
2026 Q2	$1.06M	Buy	4,666 +933	+25%	+$235K	0.06%	200
2026 Q1	$905K	Buy	3,733 +265	+8%	+$71.7K	0.07%	185
2025 Q4	$1.03M	Buy	3,468 +502	+17%	+$150K	0.1%	154
2025 Q3	$837K	Buy	2,966 +770	+35%	+$202K	0.11%	139
2025 Q2	$647K	Buy	2,196 +1,310	+148%	+$338K	0.13%	121
2025 Q1	$220K	Buy	+886	New	+$217K	0.07%	193
2024 Q3	–	Sell	-332	Closed	-$57.4K	–	434
2024 Q2	$57.4K	Buy	+332	New	+$57.7K	0.03%	207

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

Triad Wealth Partners's IBM Position: Q3 2026 in Review

Triad Wealth Partners reduced its IBM (IBM) stake by 12% in Q3 2026, selling an estimated $132K and leaving 4,109 shares worth $904K. The position accounts for 0.05% of the portfolio, ranked #222.

Triad Wealth Partners first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q2 2026. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Triad Wealth Partners held 4,109 shares of IBM worth $904K as of Q3 2026.
Triad Wealth Partners sold 557 IBM shares in Q3 2026, an estimated $132K.
IBM made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #222 holding.
Triad Wealth Partners first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's IBM position peaked at $1.06M in Q2 2026.
2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.