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Austin Private Wealth’s IBM IBM Stock Holding History

Austin Private Wealth’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
Q4 		$1.68M Sell
5,667
-58
-1% -$17.4K 0.12% 79
2025
Q3 		$1.62M Buy
5,725
+246
+4% +$64.4K 0.12% 89
2025
Q2 		$1.62M Sell
5,479
-146
-3% -$37.6K 0.13% 89
2025
Q1 		$1.4M Sell
5,625
-94
-2% -$23K 0.13% 81
2024
Q4 		$1.26M Buy
5,719
+494
+9% +$110K 0.12% 73
2024
Q3 		$1.16M Buy
5,225
+2,128
+69% +$417K 0.11% 72
2024
Q2 		$536K Buy
3,097
+224
+8% +$38.9K 0.06% 116
2024
Q1 		$548K Buy
2,873
+410
+17% +$74.8K 0.06% 117
2023
Q4 		$403K Sell
2,463
-47
-2% -$7.1K 0.05% 119
2023
Q3 		$352K Buy
2,510
+184
+8% +$26.2K 0.05% 111
2023
Q2 		$311K Sell
2,326
-590
-20% -$76.1K 0.05% 122
2023
Q1 		$382K Buy
2,916
+390
+15% +$52.2K 0.06% 101
2022
Q4 		$356K Sell
2,526
-200
-7% -$27.6K 0.06% 105
2022
Q3 		$324K Hold
2,726
– – 0.07% 91
2022
Q2 		$385K Buy
2,726
+266
+11% +$35.9K 0.09% 80
2022
Q1 		$320K Sell
2,460
-244
-9% -$31.8K 0.06% 100
2021
Q4 		$361K Sell
2,704
-1,912
-41% -$240K 0.07% 93
2021
Q3 		$613K Buy
4,616
+390
+9% +$52.1K 0.13% 64
2021
Q2 		$592K Buy
4,226
+308
+8% +$42.1K 0.14% 58
2021
Q1 		$499K Sell
3,918
-413
-10% -$49.4K 0.13% 61
2020
Q4 		$521K Buy
4,331
+797
+23% +$92.1K 0.15% 56
2020
Q3 		$411K Sell
3,534
-77
-2% -$9.07K 0.15% 55
2020
Q2 		$417K Buy
3,611
+85
+2% +$9.87K 0.18% 48
2020
Q1 		$374K Buy
+3,526
New +$446K 0.23% 44

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Austin Private Wealth's IBM Position: Q4 2025 in Review

Austin Private Wealth reduced its IBM (IBM) stake by 1% in Q4 2025, selling an estimated $17.4K and leaving 5,667 shares worth $1.68M. The position accounts for 0.12% of the portfolio, ranked #79.

Austin Private Wealth first reported a position in IBM in Q1 2020 and has held it in 24 quarters since. 3,684 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Austin Private Wealth held 5,667 shares of IBM worth $1.68M as of Q4 2025.
  • Austin Private Wealth sold 58 IBM shares in Q4 2025, an estimated $17.4K.
  • IBM made up 0.12% of Austin Private Wealth's portfolio in Q4 2025, its #79 holding.
  • Austin Private Wealth first reported a position in IBM in Q1 2020 and has held it in 24 quarters since.
  • 3,684 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.