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Abich Financial Wealth Management’s IBM IBM Stock Holding History

Abich Financial 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
2025
Q3 		$813K Buy
+2,882
New +$754K 0.29% 22
2024
Q3 		$122K Sell
551
-976
-64% -$191K 0.27% 37
2024
Q2 		$264K Buy
1,527
+414
+37% +$71.9K 0.18% 25
2024
Q1 		$213K Buy
1,113
+320
+40% +$58.4K 0.16% 25
2023
Q4 		$130K Buy
+793
New +$120K 0.12% 26

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Abich Financial Wealth Management's IBM Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in IBM (IBM) in Q3 2025: 2,882 shares worth $813K. The stake represents 0.29% of the portfolio and ranks #22 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IBM as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IBM in Q4 2023 and has held it in 5 quarters since. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Abich Financial Wealth Management held 2,882 shares of IBM worth $813K as of Q3 2025.
  • IBM was a new Abich Financial Wealth Management position in Q3 2025.
  • IBM made up 0.29% of Abich Financial Wealth Management's portfolio in Q3 2025, its #22 holding.
  • Abich Financial Wealth Management first reported a position in IBM in Q4 2023 and has held it in 5 quarters since.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.