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	0.13%	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	0.12%	202
2022 Q1	$6.87M	Buy	+52,829	New	+$6.89M	0.11%	190

Other funds holding IBM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

Capital World Investors

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