Aspetuck Financial Management’s IBM IBM Stock Holding History

Aspetuck Financial 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
2025 Q2	–	Sell	-1,417	Closed	-$352K	–	73
2025 Q1	$352K	Hold	1,417	–	–	0.3%	56
2024 Q4	$311K	Buy	+1,417	New	+$316K	0.24%	61

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aspetuck Financial Management's IBM Position: Q2 2025 in Review

Aspetuck Financial Management sold out of IBM (IBM) in Q2 2025, closing a stake of 1,417 shares — an estimated $352K sold.

Aspetuck Financial Management first reported a position in IBM in Q4 2024 and held it in 2 quarters. The position peaked at $352K in Q1 2025. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Aspetuck Financial Management reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
Aspetuck Financial Management sold 1,417 IBM shares in Q2 2025, an estimated $352K.
Aspetuck Financial Management first reported a position in IBM in Q4 2024 and held it in 2 quarters.
Aspetuck Financial Management's IBM position peaked at $352K in Q1 2025.
3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Aspetuck Financial Management's 13F filing for Q2 2025, filed 6 Aug 2025.