William B. Walkup & Associates’s IBM IBM Stock Holding History

William B. Walkup & Associates’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	$954K	Sell	4,339 -34	-0.8%	-$8.07K	0.44%	51
2026 Q2	$1.23M	Sell	4,373 -34	-0.8%	-$8.57K	0.59%	42
2026 Q1	$1.1M	Hold	4,407	–	–	0.65%	41
2025 Q4	$1.31M	Hold	4,407	–	–	0.71%	38
2025 Q3	$1.24M	Hold	4,407	–	–	0.67%	38
2025 Q2	$1.3M	Hold	4,407	–	–	0.77%	37
2025 Q1	$1.1M	Buy	4,407 +207	+5%	+$50.6K	0.67%	40
2024 Q4	$923K	Hold	4,200	–	–	0.58%	45
2024 Q3	$929K	Sell	4,200 -118	-3%	-$23.1K	0.57%	44
2024 Q2	$747K	Buy	+4,318	New	+$750K	0.49%	50

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

William B. Walkup & Associates's IBM Position: Q3 2026 in Review

William B. Walkup & Associates reduced its IBM (IBM) stake by 0.78% in Q3 2026, selling an estimated $8.07K and leaving 4,339 shares worth $954K. The position accounts for 0.44% of the portfolio, ranked #51.

William B. Walkup & Associates first reported a position in IBM in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

William B. Walkup & Associates held 4,339 shares of IBM worth $954K as of Q3 2026.
William B. Walkup & Associates sold 34 IBM shares in Q3 2026, an estimated $8.07K.
IBM made up 0.44% of William B. Walkup & Associates's portfolio in Q3 2026, its #51 holding.
William B. Walkup & Associates first reported a position in IBM in Q2 2024 and has held it in 10 quarters since.
William B. Walkup & Associates's IBM position peaked at $1.31M in Q4 2025.
2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.