Beirne Wealth Consulting Services’s IBM IBM Stock Holding History

Beirne Wealth Consulting Services’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	–	Sell	-1,736	Closed	-$491K	–	162
2025 Q3	$491K	Buy	+1,736	New	+$454K	0.12%	101

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

Beirne Wealth Consulting Services's IBM Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of IBM (IBM) in Q4 2025, closing a stake of 1,736 shares — an estimated $491K sold.

Beirne Wealth Consulting Services first reported a position in IBM in Q3 2025 and held it in 1 quarter. The position peaked at $491K in Q3 2025. 3,688 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Beirne Wealth Consulting Services reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Beirne Wealth Consulting Services sold 1,736 IBM shares in Q4 2025, an estimated $491K.
Beirne Wealth Consulting Services first reported a position in IBM in Q3 2025 and held it in 1 quarter.
Beirne Wealth Consulting Services's IBM position peaked at $491K in Q3 2025.
3,688 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.