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Bellwether Advisors’s IBM IBM Stock Holding History

Bellwether Advisors’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
-11
Closed -$3.24K – 330
2025
Q2 		$3.24K Buy
+11
New +$2.83K ﹤0.01% 460
2023
Q2 		– Sell
-40
Closed -$5.24K – 253
2023
Q1 		$5.24K Hold
40
– – ﹤0.01% 303
2022
Q4 		$5.63K Hold
40
– – ﹤0.01% 304
2022
Q3 		$4K Buy
+40
New +$5.25K ﹤0.01% 337
2022
Q2 		– Sell
-57
Closed -$7K – 480
2022
Q1 		$7K Hold
57
– – ﹤0.01% 332
2021
Q4 		$7K Sell
57
-3
-5% -$376 ﹤0.01% 357
2021
Q3 		$7K Buy
60
+6
+11% +$802 ﹤0.01% 332
2021
Q2 		$7K Hold
54
– – ﹤0.01% 289
2021
Q1 		$6K Hold
54
– – ﹤0.01% 286
2020
Q4 		$6K Buy
+54
New +$6.24K ﹤0.01% 260

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bellwether Advisors's IBM Position: Q3 2025 in Review

Bellwether Advisors sold out of IBM (IBM) in Q3 2025, closing a stake of 11 shares — an estimated $3.24K sold.

Bellwether Advisors first reported a position in IBM in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q1 2022. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Bellwether Advisors reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 11 IBM shares in Q3 2025, an estimated $3.24K.
  • Bellwether Advisors first reported a position in IBM in Q4 2020 and held it in 10 quarters.
  • Bellwether Advisors's IBM position peaked at $7K in Q1 2022.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.