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Berry Wealth Group’s IBM IBM Stock Holding History

Berry Wealth Group’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
-1,738
Closed -$512K – 66
2025
Q2 		$512K Buy
1,738
+16
+0.9% +$4.12K 0.36% 42
2025
Q1 		$428K Buy
1,722
+342
+25% +$83.7K 0.34% 44
2024
Q4 		$303K Buy
1,380
+88
+7% +$19.6K 0.22% 60
2024
Q3 		$286K Buy
+1,292
New +$253K 0.2% 63

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

Berry Wealth Group's IBM Position: Q3 2025 in Review

Berry Wealth Group sold out of IBM (IBM) in Q3 2025, closing a stake of 1,738 shares — an estimated $512K sold.

Berry Wealth Group first reported a position in IBM in Q3 2024 and held it in 4 quarters. The position peaked at $512K in Q2 2025. 3,424 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Berry Wealth Group reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,738 IBM shares in Q3 2025, an estimated $512K.
  • Berry Wealth Group first reported a position in IBM in Q3 2024 and held it in 4 quarters.
  • Berry Wealth Group's IBM position peaked at $512K in Q2 2025.
  • 3,424 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.