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Atria Wealth Solutions’s IBM IBM Stock Holding History

Atria Wealth Solutions’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 		$12.3M Sell
41,815
-29,496
-41% -$7.6M 0.28% 80
2025
Q1 		$17.7M Sell
71,311
-9,180
-11% -$2.25M 0.21% 99
2024
Q4 		$17.7M Buy
80,491
+5,581
+7% +$1.24M 0.19% 107
2024
Q3 		$16.6M Sell
74,910
-8,084
-10% -$1.59M 0.18% 120
2024
Q2 		$14.4M Buy
82,994
+2,953
+4% +$513K 0.16% 132
2024
Q1 		$15.3M Buy
80,041
+176
+0.2% +$32.1K 0.17% 128
2023
Q4 		$13.1M Sell
79,865
-2,764
-3% -$418K 0.16% 136
2023
Q3 		$11.6M Buy
82,629
+14,196
+21% +$2.02M 0.16% 136
2023
Q2 		$9.16M Buy
68,433
+5,192
+8% +$670K 0.12% 166
2023
Q1 		$8.29M Buy
63,241
+5,648
+10% +$756K 0.12% 168
2022
Q4 		$8.12M Sell
57,593
-3,884
-6% -$536K 0.13% 171
2022
Q3 		$7.3M Buy
61,477
+20,548
+50% +$2.7M 0.13% 169
2022
Q2 		$5.78M Sell
40,929
-11,900
-23% -$1.61M 0.11% 202
2022
Q1 		$6.87M Buy
+52,829
New +$6.89M 0.11% 190

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atria Wealth Solutions's IBM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its IBM (IBM) stake by 41% in Q2 2025, selling an estimated $7.6M and leaving 41,815 shares worth $12.3M. The position accounts for 0.28% of the portfolio, ranked #80.

Atria Wealth Solutions first reported a position in IBM in Q1 2022 and has held it in 14 quarters since. The position peaked at $17.7M in Q1 2025. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Atria Wealth Solutions held 41,815 shares of IBM worth $12.3M as of Q2 2025.
  • Atria Wealth Solutions sold 29,496 IBM shares in Q2 2025, an estimated $7.6M.
  • IBM made up 0.28% of Atria Wealth Solutions's portfolio in Q2 2025, its #80 holding.
  • Atria Wealth Solutions first reported a position in IBM in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's IBM position peaked at $17.7M in Q1 2025.
  • 3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.