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Blake Schutter Theil Wealth Advisors’s IBM IBM Stock Holding History

Blake Schutter Theil Wealth 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
Q2 		– Sell
-1,211
Closed -$301K – 107
2025
Q1 		$301K Hold
1,211
– – 0.34% 88
2024
Q4 		$266K Hold
1,211
– – 0.28% 95
2024
Q3 		$268K Buy
+1,211
New +$237K 0.19% 129

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

Blake Schutter Theil Wealth Advisors's IBM Position: Q2 2025 in Review

Blake Schutter Theil Wealth Advisors sold out of IBM (IBM) in Q2 2025, closing a stake of 1,211 shares — an estimated $301K sold.

Blake Schutter Theil Wealth Advisors first reported a position in IBM in Q3 2024 and held it in 3 quarters. The position peaked at $301K in Q1 2025. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Blake Schutter Theil Wealth Advisors reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 1,211 IBM shares in Q2 2025, an estimated $301K.
  • Blake Schutter Theil Wealth Advisors first reported a position in IBM in Q3 2024 and held it in 3 quarters.
  • Blake Schutter Theil Wealth Advisors's IBM position peaked at $301K in Q1 2025.
  • 3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.