AllSquare Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $594K | Sell |
2,104
-105
| -5% | -$27.5K | 0.31% | 53 |
|
|
2025
Q2 | $651K | Hold |
2,209
| – | – | 0.37% | 47 |
|
|
2025
Q1 | $549K | Hold |
2,209
| – | – | 0.33% | 49 |
|
|
2024
Q4 | $486K | Hold |
2,209
| – | – | 0.28% | 55 |
|
|
2024
Q3 | $488K | Hold |
2,209
| – | – | 0.28% | 53 |
|
|
2024
Q2 | $382K | Hold |
2,209
| – | – | 0.23% | 59 |
|
|
2024
Q1 | $422K | Buy |
2,209
+100
| +5% | +$18.2K | 0.25% | 59 |
|
|
2023
Q4 | $345K | Hold |
2,109
| – | – | 0.21% | 69 |
|
|
2023
Q3 | $296K | Hold |
2,109
| – | – | 0.19% | 74 |
|
|
2023
Q2 | $273K | Hold |
2,109
| – | – | 0.18% | 78 |
|
|
2023
Q1 | $277K | Hold |
2,109
| – | – | 0.18% | 78 |
|
|
2022
Q4 | $297K | Hold |
2,109
| – | – | 0.2% | 70 |
|
|
2022
Q3 | $251K | Hold |
2,109
| – | – | 0.18% | 74 |
|
|
2022
Q2 | $298K | Hold |
2,109
| – | – | 0.2% | 66 |
|
|
2022
Q1 | $274K | Buy |
2,109
+50
| +2% | +$6.52K | 0.16% | 82 |
|
|
2021
Q4 | $275K | Sell |
2,059
-121
| -6% | -$15.2K | 0.16% | 79 |
|
|
2021
Q3 | $290K | Sell |
2,180
-235
| -10% | -$31.4K | 0.17% | 73 |
|
|
2021
Q2 | $339K | Buy |
2,415
+122
| +5% | +$16.7K | 0.2% | 67 |
|
|
2021
Q1 | $292K | Buy |
2,293
+126
| +6% | +$15.1K | 0.18% | 73 |
|
|
2020
Q4 | $261K | Buy |
2,167
+20
| +0.9% | +$2.31K | 0.17% | 72 |
|
|
2020
Q3 | $250K | Buy |
2,147
+20
| +0.9% | +$2.35K | 0.18% | 67 |
|
|
2020
Q2 | $246K | Buy |
2,127
+19
| +0.9% | +$2.21K | 0.19% | 66 |
|
|
2020
Q1 | $224K | Buy |
2,108
+19
| +0.9% | +$2.4K | 0.19% | 63 |
|
|
2019
Q4 | $268K | Sell |
2,089
-213
| -9% | -$27.7K | 0.19% | 72 |
|
|
2019
Q3 | $320K | Buy |
2,302
+16
| +0.7% | +$2.16K | 0.24% | 53 |
|
|
2019
Q2 | $301K | Sell |
2,286
-2,424
| -51% | -$318K | 0.22% | 60 |
|
|
2019
Q1 | $635K | Buy |
4,710
+45
| +1% | +$5.74K | 0.48% | 32 |
|
|
2018
Q4 | $507K | Buy |
4,665
+154
| +3% | +$18.5K | 0.42% | 34 |
|
|
2018
Q3 | $652K | Buy |
4,511
+8
| +0.2% | +$1.12K | 0.49% | 32 |
|
|
2018
Q2 | $601K | Buy |
4,503
+99
| +2% | +$13.8K | 0.45% | 32 |
|
|
2018
Q1 | $646K | Buy |
4,404
+66
| +2% | +$9.99K | 0.51% | 28 |
|
|
2017
Q4 | $636K | Buy |
4,338
+36
| +0.8% | +$5.24K | 0.5% | 27 |
|
|
2017
Q3 | $597K | Buy |
+4,302
| New | +$599K | 0.49% | 29 |
|
|
2017
Q2 | – | Sell |
-4,333
| Closed | -$721K | – | 266 |
|
|
2017
Q1 | $721K | Buy |
4,333
+111
| +3% | +$18.6K | 0.63% | 21 |
|
|
2016
Q4 | $670K | Sell |
4,222
-2
| -0% | -$305 | 0.61% | 22 |
|
|
2016
Q3 | $641K | Buy |
4,224
+32
| +0.8% | +$4.86K | 0.62% | 20 |
|
|
2016
Q2 | $608K | Buy |
4,192
+5
| +0.1% | +$716 | 0.61% | 21 |
|
|
2016
Q1 | $606K | Buy |
4,187
+32
| +0.8% | +$4.09K | 0.6% | 25 |
|
|
2015
Q4 | $547K | Sell |
4,155
-432
| -9% | -$58K | 0.55% | 26 |
|
|
2015
Q3 | $636K | Buy |
4,587
+31
| +0.7% | +$4.58K | 0.65% | 18 |
|
|
2015
Q2 | $708K | Sell |
4,556
-249
| -5% | -$40K | 0.66% | 15 |
|
|
2015
Q1 | $737K | Buy |
4,805
+23
| +0.5% | +$3.49K | 0.7% | 15 |
|
|
2014
Q4 | $734K | Buy |
+4,782
| New | +$761K | 0.72% | 16 |
|
Other funds holding IBM
AllSquare Wealth Management's IBM Position: Q3 2025 in Review
AllSquare Wealth Management reduced its IBM (IBM) stake by 4.8% in Q3 2025, selling an estimated $27.5K and leaving 2,104 shares worth $594K. The position accounts for 0.31% of the portfolio, ranked #53.
AllSquare Wealth Management first reported a position in IBM in Q4 2014 and has held it in 43 quarters since. The position peaked at $737K in Q1 2015. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.
- AllSquare Wealth Management held 2,104 shares of IBM worth $594K as of Q3 2025.
- AllSquare Wealth Management sold 105 IBM shares in Q3 2025, an estimated $27.5K.
- IBM made up 0.31% of AllSquare Wealth Management's portfolio in Q3 2025, its #53 holding.
- AllSquare Wealth Management first reported a position in IBM in Q4 2014 and has held it in 43 quarters since.
- AllSquare Wealth Management's IBM position peaked at $737K in Q1 2015.
- 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.