Whitcomb & Hess
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Whitcomb & Hess’s IBM IBM Stock Holding History

Whitcomb & Hess’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 		– Sell
-902
Closed -$254K – 67
2026
Q2 		$254K Hold
902
– – 0.05% 53
2026
Q1 		$219K Hold
902
– – 0.05% 57
2025
Q4 		$273K Hold
902
– – 0.06% 51
2025
Q3 		$255K Hold
902
– – 0.07% 51
2025
Q2 		$266K Hold
902
– – 0.08% 48
2025
Q1 		$224K Buy
+902
New +$221K 0.07% 50

Other funds holding IBM

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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

Whitcomb & Hess's IBM Position: Q3 2026 in Review

Whitcomb & Hess sold out of IBM (IBM) in Q3 2026, closing a stake of 902 shares — an estimated $254K sold.

Whitcomb & Hess first reported a position in IBM in Q1 2025 and held it in 6 quarters. The position peaked at $273K in Q4 2025. 1,969 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Whitcomb & Hess reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Whitcomb & Hess sold 902 IBM shares in Q3 2026, an estimated $254K.
  • Whitcomb & Hess first reported a position in IBM in Q1 2025 and held it in 6 quarters.
  • Whitcomb & Hess's IBM position peaked at $273K in Q4 2025.
  • 1,969 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.