Ullmann Wealth Partners Group
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Ullmann Wealth Partners Group’s IBM IBM Stock Holding History

Ullmann Wealth Partners Group’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 		$1.29M Sell
5,883
-439
-7% -$104K 0.12% 72
2026
Q2 		$1.78M Buy
6,322
+336
+6% +$84.7K 0.16% 59
2026
Q1 		$1.45M Sell
5,986
-87
-1% -$23.5K 0.15% 62
2025
Q4 		$1.87M Buy
6,073
+4
+0.1% +$1.2K 0.19% 51
2025
Q3 		$1.71M Buy
6,069
+60
+1% +$15.7K 0.19% 54
2025
Q2 		$1.77M Buy
6,009
+181
+3% +$46.6K 0.21% 50
2025
Q1 		$1.45M Buy
5,828
+36
+0.6% +$8.81K 0.19% 48
2024
Q4 		$1.27M Buy
5,792
+255
+5% +$56.8K 0.16% 49
2024
Q3 		$1.22M Buy
5,537
+2,553
+86% +$501K 0.16% 50
2024
Q2 		$516K Buy
2,984
+166
+6% +$28.8K 0.07% 74
2024
Q1 		$538K Buy
2,818
+120
+4% +$21.9K 0.08% 67
2023
Q4 		$441K Buy
2,698
+19
+0.7% +$2.87K 0.07% 71
2023
Q3 		$376K Buy
2,679
+338
+14% +$48.1K 0.07% 73
2023
Q2 		$313K Sell
2,341
-6
-0.3% -$774 0.06% 79
2023
Q1 		$308K Sell
2,347
-256
-10% -$34.2K 0.07% 69
2022
Q4 		$367K Sell
2,603
-211
-7% -$29.1K 0.09% 55
2022
Q3 		$334K Buy
+2,814
New +$369K 0.09% 56
2018
Q1 		– Sell
-2,089
Closed -$326K – 53
2017
Q4 		$326K Buy
+2,089
New +$304K 0.22% 39
2017
Q3 		– Sell
-2,496
Closed -$367K – 79
2017
Q2 		$367K Buy
2,496
+365
+17% +$55K 0.26% 42
2017
Q1 		$354K Buy
+2,131
New +$357K 0.29% 37

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

Ullmann Wealth Partners Group's IBM Position: Q3 2026 in Review

Ullmann Wealth Partners Group reduced its IBM (IBM) stake by 6.9% in Q3 2026, selling an estimated $104K and leaving 5,883 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #72.

Ullmann Wealth Partners Group first reported a position in IBM in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.87M in Q4 2025. 2,436 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Ullmann Wealth Partners Group held 5,883 shares of IBM worth $1.29M as of Q3 2026.
  • Ullmann Wealth Partners Group sold 439 IBM shares in Q3 2026, an estimated $104K.
  • IBM made up 0.12% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #72 holding.
  • Ullmann Wealth Partners Group first reported a position in IBM in Q1 2017 and has held it in 20 quarters since.
  • Ullmann Wealth Partners Group's IBM position peaked at $1.87M in Q4 2025.
  • 2,436 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.