West Wealth Group
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West Wealth Group’s IBM IBM Stock Holding History

West Wealth 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 		$427K Sell
1,942
-7
-0.4% -$1.66K 0.07% 95
2026
Q2 		$548K Buy
1,949
+112
+6% +$28.2K 0.09% 82
2026
Q1 		$445K Buy
1,837
+96
+6% +$26K 0.09% 85
2025
Q4 		$516K Sell
1,741
-172
-9% -$51.5K 0.11% 65
2025
Q3 		$537K Buy
1,913
+374
+24% +$97.9K 0.12% 62
2025
Q2 		$388K Buy
1,539
+427
+38% +$110K 0.1% 69
2025
Q1 		$279K Buy
+1,112
New +$272K 0.08% 78

Other funds holding IBM

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

West Wealth Group's IBM Position: Q3 2026 in Review

West Wealth Group reduced its IBM (IBM) stake by 0.36% in Q3 2026, selling an estimated $1.66K and leaving 1,942 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #95.

West Wealth Group first reported a position in IBM in Q1 2025 and has held it in 7 quarters since. The position peaked at $548K in Q2 2026. 936 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • West Wealth Group held 1,942 shares of IBM worth $427K as of Q3 2026.
  • West Wealth Group sold 7 IBM shares in Q3 2026, an estimated $1.66K.
  • IBM made up 0.07% of West Wealth Group's portfolio in Q3 2026, its #95 holding.
  • West Wealth Group first reported a position in IBM in Q1 2025 and has held it in 7 quarters since.
  • West Wealth Group's IBM position peaked at $548K in Q2 2026.
  • 936 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.