Wealth Quarterback
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Wealth Quarterback’s IBM IBM Stock Holding History

Wealth Quarterback’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 		$1.14M Sell
5,179
-67
-1% -$15.9K 0.35% 52
2026
Q2 		$1.48M Buy
5,246
+216
+4% +$54.4K 0.46% 45
2026
Q1 		$1.22M Buy
5,030
+359
+8% +$97.1K 0.48% 42
2025
Q4 		$1.38M Buy
4,671
+192
+4% +$57.5K 0.5% 38
2025
Q3 		$1.26M Buy
4,479
+1,166
+35% +$305K 0.49% 43
2025
Q2 		$977K Sell
3,313
-194
-6% -$50K 0.46% 53
2025
Q1 		$872K Buy
3,507
+267
+8% +$65.3K 0.49% 51
2024
Q4 		$712K Sell
3,240
-186
-5% -$41.4K 0.33% 53
2024
Q3 		$757K Sell
3,426
-45
-1% -$8.82K 0.39% 55
2024
Q2 		$600K Sell
3,471
-43
-1% -$7.47K 0.34% 61
2024
Q1 		$671K Buy
3,514
+10
+0.3% +$1.82K 0.37% 61
2023
Q4 		$573K Sell
3,504
-312
-8% -$47.1K 0.35% 67
2023
Q3 		$535K Sell
3,816
-16
-0.4% -$2.28K 0.46% 55
2023
Q2 		$513K Buy
3,832
+132
+4% +$17K 0.36% 62
2023
Q1 		$485K Buy
3,700
+41
+1% +$5.48K 0.41% 57
2022
Q4 		$516K Buy
3,659
+183
+5% +$25.2K 0.43% 53
2022
Q3 		$413K Buy
3,476
+93
+3% +$12.2K 0.44% 58
2022
Q2 		$478K Buy
+3,383
New +$457K 0.37% 58
2021
Q3 		$412K Sell
3,101
-282
-8% -$37.7K 0.27% 73
2021
Q2 		$474K Buy
+3,383
New +$463K 0.29% 70
2020
Q4 		$464K Sell
3,857
-1,300
-25% -$150K 0.39% 62
2020
Q3 		$595K Hold
5,157
– – 0.55% 50
2020
Q2 		$595K Sell
5,157
-1,299
-20% -$151K 0.55% 50
2020
Q1 		$621K Sell
6,456
-212
-3% -$26.8K 0.57% 40
2019
Q4 		$855K Buy
+6,668
New +$867K 0.74% 30

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Quarterback's IBM Position: Q3 2026 in Review

Wealth Quarterback reduced its IBM (IBM) stake by 1.3% in Q3 2026, selling an estimated $15.9K and leaving 5,179 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #52.

Wealth Quarterback first reported a position in IBM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.48M in Q2 2026. 1,124 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Wealth Quarterback held 5,179 shares of IBM worth $1.14M as of Q3 2026.
  • Wealth Quarterback sold 67 IBM shares in Q3 2026, an estimated $15.9K.
  • IBM made up 0.35% of Wealth Quarterback's portfolio in Q3 2026, its #52 holding.
  • Wealth Quarterback first reported a position in IBM in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's IBM position peaked at $1.48M in Q2 2026.
  • 1,124 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.