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Authentikos Wealth Advisory’s IBM IBM Stock Holding History

Authentikos Wealth Advisory’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
Q1 		– Sell
-1,363
Closed -$300K – 79
2024
Q4 		$300K Buy
1,363
+714
+110% +$159K 0.3% 61
2024
Q3 		$143K Sell
649
-692
-52% -$136K 0.14% 77
2024
Q2 		$232K Hold
1,341
– – 0.22% 37
2024
Q1 		$256K Sell
1,341
-416
-24% -$75.9K 0.26% 53
2023
Q4 		$287K Sell
1,757
-19
-1% -$2.87K 0.3% 48
2023
Q3 		$249K Buy
1,776
+46
+3% +$6.54K 0.24% 52
2023
Q2 		$231K Sell
1,730
-21
-1% -$2.71K 0.22% 61
2023
Q1 		$247K Buy
+1,751
New +$234K 0.25% 56

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Authentikos Wealth Advisory's IBM Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of IBM (IBM) in Q1 2025, closing a stake of 1,363 shares — an estimated $300K sold.

Authentikos Wealth Advisory first reported a position in IBM in Q1 2023 and held it in 8 quarters. The position peaked at $300K in Q4 2024. 3,265 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Authentikos Wealth Advisory reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 1,363 IBM shares in Q1 2025, an estimated $300K.
  • Authentikos Wealth Advisory first reported a position in IBM in Q1 2023 and held it in 8 quarters.
  • Authentikos Wealth Advisory's IBM position peaked at $300K in Q4 2024.
  • 3,265 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.