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	$59.2K	Hold	200	–	–	﹤0.01%	296
2025 Q3	$56.4K	Buy	+200	New	+$52.4K	﹤0.01%	312
2025 Q1	–	Sell	-500	Closed	-$110K	–	308
2024 Q4	$110K	Buy	+500	New	+$111K	0.01%	280
2024 Q3	–	Sell	-500	Closed	-$86	–	288
2024 Q2	$86	Buy	+500	New	+$86.9K	﹤0.01%	259
2023 Q4	–	Sell	-200	Closed	-$28	–	270
2023 Q3	$28	Sell	200 -19,800	-99%	-$2.82M	﹤0.01%	188
2023 Q2	$27	Buy	+20,000	New	+$2.58M	﹤0.01%	207

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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.