WT Wealth Management
IBM icon

WT Wealth Management’s IBM IBM Stock Holding History

WT 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 		– Sell
-1,035
Closed -$291K – 153
2026
Q2 		$291K Buy
1,035
+111
+12% +$28K 0.08% 111
2026
Q1 		$224K Buy
924
+22
+2% +$5.95K 0.07% 123
2025
Q4 		$267K Sell
902
-61
-6% -$18.3K 0.08% 109
2025
Q3 		$272K Buy
963
+66
+7% +$17.3K 0.08% 108
2025
Q2 		$264K Buy
897
+10
+1% +$2.58K 0.08% 119
2025
Q1 		$221K Sell
887
-160
-15% -$39.1K 0.07% 114
2024
Q4 		$230K Buy
+1,047
New +$233K 0.07% 119

Other funds holding IBM

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

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

WT Wealth Management sold out of IBM (IBM) in Q3 2026, closing a stake of 1,035 shares — an estimated $291K sold.

WT Wealth Management first reported a position in IBM in Q4 2024 and held it in 7 quarters. The position peaked at $291K in Q2 2026. 1,016 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • WT Wealth Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • WT Wealth Management sold 1,035 IBM shares in Q3 2026, an estimated $291K.
  • WT Wealth Management first reported a position in IBM in Q4 2024 and held it in 7 quarters.
  • WT Wealth Management's IBM position peaked at $291K in Q2 2026.
  • 1,016 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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