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Avondale Wealth Management’s IBM IBM Stock Holding History

Avondale Wealth Management’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
Q3 		– Sell
-100
Closed -$29.5K – 89
2025
Q2 		$29.5K Hold
100
– – 0.02% 102
2025
Q1 		$24.9K Sell
100
-56
-36% -$13.7K 0.02% 98
2024
Q4 		$34.3K Buy
156
+56
+56% +$12.5K 0.02% 93
2024
Q3 		$22.1K Hold
100
– – 0.01% 100
2024
Q2 		$17.3K Hold
100
– – 0.01% 107
2024
Q1 		$19.1K Hold
100
– – 0.01% 106
2023
Q4 		$16.4K Hold
100
– – 0.01% 109
2023
Q3 		$14K Hold
100
– – 0.01% 113
2023
Q2 		$13.4K Hold
100
– – 0.01% 108
2023
Q1 		$13.1K Hold
100
– – 0.01% 114
2022
Q4 		$14.1K Hold
100
– – 0.01% 106
2022
Q3 		$12K Buy
+100
New +$13.1K 0.01% 104

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Avondale Wealth Management's IBM Position: Q3 2025 in Review

Avondale Wealth Management sold out of IBM (IBM) in Q3 2025, closing a stake of 100 shares — an estimated $29.5K sold.

Avondale Wealth Management first reported a position in IBM in Q3 2022 and held it in 12 quarters. The position peaked at $34.3K in Q4 2024. 3,424 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Avondale Wealth Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 100 IBM shares in Q3 2025, an estimated $29.5K.
  • Avondale Wealth Management first reported a position in IBM in Q3 2022 and held it in 12 quarters.
  • Avondale Wealth Management's IBM position peaked at $34.3K in Q4 2024.
  • 3,424 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.