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Apexium Financial’s IBM IBM Stock Holding History

Apexium Financial’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 		$3.24M Buy
11,475
+111
+1% +$29.1K 0.16% 69
2025
Q2 		$3.35M Buy
11,364
+1,921
+20% +$495K 0.18% 66
2025
Q1 		$2.35M Buy
9,443
+672
+8% +$164K 0.14% 74
2024
Q4 		$1.93M Buy
8,771
+4,292
+96% +$956K 0.12% 78
2024
Q3 		$990K Sell
4,479
-413
-8% -$81K 0.07% 96
2024
Q2 		$846K Sell
4,892
-125
-2% -$21.7K 0.06% 104
2024
Q1 		$958K Sell
5,017
-19,260
-79% -$3.51M 0.07% 96
2023
Q4 		$3.97M Buy
24,277
+19,461
+404% +$2.94M 0.29% 47
2023
Q3 		$676K Buy
4,816
+48
+1% +$6.83K 0.07% 113
2023
Q2 		$638K Buy
4,768
+156
+3% +$20.1K 0.06% 117
2023
Q1 		$605K Sell
4,612
-21
-0.5% -$2.81K 0.06% 117
2022
Q4 		$653K Sell
4,633
-225
-5% -$31K 0.07% 107
2022
Q3 		$577K Buy
4,858
+721
+17% +$94.6K 0.07% 106
2022
Q2 		$584K Buy
4,137
+2,441
+144% +$329K 0.34% 49
2022
Q1 		$227K Hold
1,696
– – 0.12% 89
2021
Q4 		$227K Buy
+1,696
New +$213K 0.12% 87

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

Apexium Financial's IBM Position: Q3 2025 in Review

Apexium Financial increased its IBM (IBM) stake by 0.98% in Q3 2025, buying an estimated $29.1K and bringing the position to 11,475 shares worth $3.24M. The position accounts for 0.16% of the portfolio, ranked #69.

Apexium Financial first reported a position in IBM in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.97M in Q4 2023. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Apexium Financial held 11,475 shares of IBM worth $3.24M as of Q3 2025.
  • Apexium Financial bought 111 IBM shares in Q3 2025, an estimated $29.1K.
  • IBM made up 0.16% of Apexium Financial's portfolio in Q3 2025, its #69 holding.
  • Apexium Financial first reported a position in IBM in Q4 2021 and has held it in 16 quarters since.
  • Apexium Financial's IBM position peaked at $3.97M in Q4 2023.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.