Adero Partners’s IBM IBM Stock Holding History

Adero Partners’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 Q1	$413K	Buy	1,663 +124	+8%	+$30.3K	0.03%	140
2024 Q4	$338K	Buy	1,539 +232	+18%	+$51.7K	0.02%	157
2024 Q3	$289K	Buy	+1,307	New	+$256K	0.02%	173

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Adero Partners's IBM Position: Q1 2025 in Review

Adero Partners increased its IBM (IBM) stake by 8.1% in Q1 2025, buying an estimated $30.3K and bringing the position to 1,663 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #140.

Adero Partners first reported a position in IBM in Q3 2024 and has held it in 3 quarters since. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

Adero Partners held 1,663 shares of IBM worth $413K as of Q1 2025.
Adero Partners bought 124 IBM shares in Q1 2025, an estimated $30.3K.
IBM made up 0.03% of Adero Partners's portfolio in Q1 2025, its #140 holding.
Adero Partners first reported a position in IBM in Q3 2024 and has held it in 3 quarters since.
3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.