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AJ Advisors’s IBM IBM Stock Holding History

AJ Advisors’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 		– Sell
-1,870
Closed -$551K – 37
2025
Q2 		$551K Buy
1,870
+11
+0.6% +$2.83K 0.25% 24
2025
Q1 		$462K Buy
1,859
+12
+0.6% +$2.94K 0.24% 23
2024
Q4 		$406K Buy
1,847
+13
+0.7% +$2.9K 0.21% 25
2024
Q3 		$405K Buy
1,834
+41
+2% +$8.04K 0.21% 27
2024
Q2 		$310K Buy
1,793
+253
+16% +$44K 0.17% 28
2024
Q1 		$294K Sell
1,540
-95
-6% -$17.3K 0.16% 38
2023
Q4 		$267K Buy
1,635
+15
+0.9% +$2.27K 0.16% 37
2023
Q3 		$227K Buy
1,620
+100
+7% +$14.2K 0.17% 32
2023
Q2 		$203K Sell
1,520
-303
-17% -$39.1K 0.14% 34
2023
Q1 		$239K Buy
+1,823
New +$244K 0.18% 32

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AJ Advisors's IBM Position: Q3 2025 in Review

AJ Advisors sold out of IBM (IBM) in Q3 2025, closing a stake of 1,870 shares — an estimated $551K sold.

AJ Advisors first reported a position in IBM in Q1 2023 and held it in 10 quarters. The position peaked at $551K in Q2 2025. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • AJ Advisors reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • AJ Advisors sold 1,870 IBM shares in Q3 2025, an estimated $551K.
  • AJ Advisors first reported a position in IBM in Q1 2023 and held it in 10 quarters.
  • AJ Advisors's IBM position peaked at $551K in Q2 2025.
  • 3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on AJ Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.