UAML
IBM icon

US Asset Management LLC’s IBM IBM Stock Holding History

US Asset Management LLC’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 		$525K Buy
2,387
+187
+9% +$44.4K 0.39% 63
2026
Q2 		$619K Buy
2,200
+10
+0.5% +$2.52K 0.47% 54
2026
Q1 		$531K Sell
2,190
-9
-0.4% -$2.44K 0.46% 59
2025
Q4 		$651K Sell
2,199
-21
-0.9% -$6.29K 0.53% 49
2025
Q3 		$626K Sell
2,220
-10
-0.4% -$2.62K 0.51% 52
2025
Q2 		$657K Sell
2,230
-6
-0.3% -$1.55K 0.57% 47
2025
Q1 		$556K Sell
2,236
-7
-0.3% -$1.71K 0.53% 53
2024
Q4 		$493K Sell
2,243
-52
-2% -$11.6K 0.44% 62
2024
Q3 		$484K Sell
2,295
-30
-1% -$5.88K 0.43% 69
2024
Q2 		$402K Sell
2,325
-95
-4% -$16.5K 0.36% 79
2024
Q1 		$462K Sell
2,420
-49
-2% -$8.94K 0.42% 76
2023
Q4 		$404K Buy
+2,469
New +$373K 0.4% 81
2023
Q2 		$329K Sell
2,455
-100
-4% -$12.9K 0.35% 94
2023
Q1 		$335K Sell
2,555
-13
-0.5% -$1.74K 0.34% 97
2022
Q4 		$362K Buy
+2,568
New +$354K 0.39% 87
2022
Q2 		$363K Buy
2,574
+10
+0.4% +$1.35K 0.4% 79
2022
Q1 		$333K Buy
2,564
+15
+0.6% +$1.96K 0.31% 98
2021
Q4 		$341K Sell
2,549
-490
-16% -$61.5K 0.33% 95
2021
Q3 		$404K Buy
+3,039
New +$406K 0.39% 79

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

US Asset Management LLC's IBM Position: Q3 2026 in Review

US Asset Management LLC increased its IBM (IBM) stake by 8.5% in Q3 2026, buying an estimated $44.4K and bringing the position to 2,387 shares worth $525K. The position accounts for 0.39% of the portfolio, ranked #63.

US Asset Management LLC first reported a position in IBM in Q3 2021 and has held it in 19 quarters since. The position peaked at $657K in Q2 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • US Asset Management LLC held 2,387 shares of IBM worth $525K as of Q3 2026.
  • US Asset Management LLC bought 187 IBM shares in Q3 2026, an estimated $44.4K.
  • IBM made up 0.39% of US Asset Management LLC's portfolio in Q3 2026, its #63 holding.
  • US Asset Management LLC first reported a position in IBM in Q3 2021 and has held it in 19 quarters since.
  • US Asset Management LLC's IBM position peaked at $657K in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on US Asset Management LLC's 13F filing for Q3 2026, filed 12 Nov 2026.