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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 $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