Waterfront Wealth
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Waterfront Wealth’s IBM IBM Stock Holding History

Waterfront 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 		$518K Sell
2,144
-14
-0.6% -$3.32K 0.08% 214
2026
Q2 		$620K Sell
2,158
-5
-0.2% -$1.26K 0.1% 205
2026
Q1 		$524K Buy
2,163
+15
+0.7% +$4.06K 0.1% 198
2025
Q4 		$635K Buy
2,148
+1
+0% +$299 0.12% 180
2025
Q3 		$616K Buy
2,147
+8
+0.4% +$2.09K 0.13% 180
2025
Q2 		$631K Buy
2,139
+1
+0% +$258 0.14% 176
2025
Q1 		$532K Sell
2,138
-255
-11% -$62.4K 0.13% 175
2024
Q4 		$526K Buy
2,393
+46
+2% +$10.2K 0.13% 176
2024
Q3 		$498K Buy
2,347
+41
+2% +$8.04K 0.12% 180
2024
Q2 		$399K Sell
2,306
-401
-15% -$69.7K 0.11% 181
2024
Q1 		$450K Sell
2,707
-5,273
-66% -$962K 0.13% 176
2023
Q4 		$1.31M Sell
7,980
-3,047
-28% -$460K 0.38% 74
2023
Q3 		$1.5M Buy
11,027
+216
+2% +$30.7K 0.49% 56
2023
Q2 		$1.52M Buy
10,811
+275
+3% +$35.5K 0.45% 56
2023
Q1 		$1.38M Sell
10,536
-1,030
-9% -$138K 0.45% 59
2022
Q4 		$1.55M Sell
11,566
-249
-2% -$34.3K 0.53% 49
2022
Q3 		$1.61M Sell
11,815
-490
-4% -$64.3K 0.61% 39
2022
Q2 		$1.74M Sell
12,305
-421
-3% -$56.8K 0.7% 36
2022
Q1 		$1.63M Buy
12,726
+834
+7% +$109K 0.58% 42
2021
Q4 		$1.59M Sell
11,892
-1,310
-10% -$164K 0.63% 42
2021
Q3 		$1.75M Buy
13,202
+409
+3% +$54.7K 0.85% 31
2021
Q2 		$1.79M Buy
12,793
+685
+6% +$93.7K 0.85% 33
2021
Q1 		$1.54M Buy
12,108
+1,297
+12% +$155K 0.78% 34
2020
Q4 		$1.3M Buy
+10,811
New +$1.25M 0.92% 26

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

Waterfront Wealth's IBM Position: Q3 2026 in Review

Waterfront Wealth reduced its IBM (IBM) stake by 0.65% in Q3 2026, selling an estimated $3.32K and leaving 2,144 shares worth $518K. The position accounts for 0.08% of the portfolio, ranked #214.

Waterfront Wealth first reported a position in IBM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q2 2021. 2,120 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Waterfront Wealth held 2,144 shares of IBM worth $518K as of Q3 2026.
  • Waterfront Wealth sold 14 IBM shares in Q3 2026, an estimated $3.32K.
  • IBM made up 0.08% of Waterfront Wealth's portfolio in Q3 2026, its #214 holding.
  • Waterfront Wealth first reported a position in IBM in Q4 2020 and has held it in 24 quarters since.
  • Waterfront Wealth's IBM position peaked at $1.79M in Q2 2021.
  • 2,120 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.