Udine Wealth Management
IBM icon

Udine Wealth Management’s IBM IBM Stock Holding History

Udine 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 		$2.61M Buy
11,870
+567
+5% +$135K 1.03% 34
2026
Q2 		$3.18M Buy
+11,303
New +$2.85M 1.31% 20

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Udine Wealth Management increased its IBM (IBM) stake by 5% in Q3 2026, buying an estimated $135K and bringing the position to 11,870 shares worth $2.61M. The position accounts for 1.03% of the portfolio, ranked #34.

Udine Wealth Management first reported a position in IBM in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.18M in Q2 2026. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Udine Wealth Management held 11,870 shares of IBM worth $2.61M as of Q3 2026.
  • Udine Wealth Management bought 567 IBM shares in Q3 2026, an estimated $135K.
  • IBM made up 1.03% of Udine Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Udine Wealth Management first reported a position in IBM in Q2 2026 and has held it in 2 quarters since.
  • Udine Wealth Management's IBM position peaked at $3.18M in Q2 2026.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Udine Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.