Whelan Financial
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Whelan Financial’s IBM IBM Stock Holding History

Whelan Financial’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 		$453K Buy
2,060
+208
+11% +$49.4K 0.12% 64
2026
Q2 		$521K Sell
1,852
-25
-1% -$6.3K 0.14% 56
2026
Q1 		$455K Buy
1,877
+117
+7% +$31.7K 0.14% 57
2025
Q4 		$521K Sell
1,760
-268
-13% -$80.3K 0.16% 50
2025
Q3 		$572K Buy
2,028
+503
+33% +$132K 0.18% 47
2025
Q2 		$450K Buy
1,525
+36
+2% +$9.28K 0.16% 47
2025
Q1 		$370K Sell
1,489
-59
-4% -$14.4K 0.14% 45
2024
Q4 		$340K Buy
1,548
+238
+18% +$53K 0.13% 39
2024
Q3 		$290K Buy
1,310
+56
+4% +$11K 0.12% 36
2024
Q2 		$217K Sell
1,254
-60
-5% -$10.4K 0.1% 39
2024
Q1 		$251K Buy
+1,314
New +$240K 0.11% 36

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

Whelan Financial's IBM Position: Q3 2026 in Review

Whelan Financial increased its IBM (IBM) stake by 11% in Q3 2026, buying an estimated $49.4K and bringing the position to 2,060 shares worth $453K. The position accounts for 0.12% of the portfolio, ranked #64.

Whelan Financial first reported a position in IBM in Q1 2024 and has held it in 11 quarters since. The position peaked at $572K in Q3 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Whelan Financial held 2,060 shares of IBM worth $453K as of Q3 2026.
  • Whelan Financial bought 208 IBM shares in Q3 2026, an estimated $49.4K.
  • IBM made up 0.12% of Whelan Financial's portfolio in Q3 2026, its #64 holding.
  • Whelan Financial first reported a position in IBM in Q1 2024 and has held it in 11 quarters since.
  • Whelan Financial's IBM position peaked at $572K in Q3 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.