Affinity Wealth Management’s IBM IBM Stock Holding History

Affinity 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 Q1	–	Sell	-765	Closed	-$227K	–	109
2025 Q4	$227K	Hold	765	–	–	0.03%	99
2025 Q3	$216K	Hold	765	–	–	0.03%	103
2025 Q2	$226K	Buy	+765	New	+$197K	0.04%	95
2017 Q3	–	Sell	-1,397	Closed	-$205K	–	76
2017 Q2	$205K	Sell	1,397 -227	-14%	-$34.2K	0.13%	68
2017 Q1	$270K	Hold	1,624	–	–	0.15%	47
2016 Q4	$258K	Hold	1,624	–	–	0.15%	49
2016 Q3	$247K	Hold	1,624	–	–	0.16%	49
2016 Q2	$236K	Hold	1,624	–	–	0.16%	44
2016 Q1	$235K	Buy	+1,624	New	+$207K	0.14%	42
2015 Q3	–	Sell	-1,624	Closed	-$252K	–	45
2015 Q2	$252K	Buy	+1,624	New	+$261K	0.16%	35
2015 Q1	–	Sell	-1,377	Closed	-$211K	–	52
2014 Q4	$211K	Buy	+1,377	New	+$219K	0.17%	34
2014 Q2	$239K	Buy	+1,377	New	+$248K	0.23%	24
2013 Q3	$202K	Hold	1,143	–	–	0.09%	53
2013 Q2	$209K	Buy	+1,143	New	+$223K	0.1%	45

Other funds holding IBM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

JP Morgan Chase

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

Capital World Investors

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

Bank of America

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

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