WWM
IBM icon

Whalen Wealth Management’s IBM IBM Stock Holding History

Whalen Wealth Management’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 		$1.43M Buy
6,498
+39
+0.6% +$9.26K 0.61% 47
2026
Q2 		$1.82M Buy
6,459
+4,424
+217% +$1.11M 0.82% 32
2026
Q1 		$493K Buy
2,035
+527
+35% +$143K 0.26% 97
2025
Q4 		$447K Buy
+1,508
New +$452K 0.24% 124

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whalen Wealth Management's IBM Position: Q3 2026 in Review

Whalen Wealth Management increased its IBM (IBM) stake by 0.6% in Q3 2026, buying an estimated $9.26K and bringing the position to 6,498 shares worth $1.43M. The position accounts for 0.61% of the portfolio, ranked #47.

Whalen Wealth Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q2 2026. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Whalen Wealth Management held 6,498 shares of IBM worth $1.43M as of Q3 2026.
  • Whalen Wealth Management bought 39 IBM shares in Q3 2026, an estimated $9.26K.
  • IBM made up 0.61% of Whalen Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Whalen Wealth Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's IBM position peaked at $1.82M in Q2 2026.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.