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Blue Barn Wealth’s IBM IBM Stock Holding History

Blue Barn Wealth’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
-1,103
Closed -$311K – 92
2025
Q3 		$311K Sell
1,103
-8
-0.7% -$2.09K 0.14% 110
2025
Q2 		$328K Buy
1,111
+93
+9% +$24K 0.15% 99
2025
Q1 		$253K Sell
1,018
-33
-3% -$8.07K 0.13% 120
2024
Q4 		$231K Buy
1,051
+55
+6% +$12.2K 0.12% 127
2024
Q3 		$220K Buy
+996
New +$195K 0.11% 139
2024
Q1 		– Sell
-1,367
Closed -$224K – 140
2023
Q4 		$224K Sell
1,367
-583
-30% -$88.1K 0.13% 102
2023
Q3 		$274K Sell
1,950
-40
-2% -$5.69K 0.18% 91
2023
Q2 		$266K Sell
1,990
-98
-5% -$12.6K 0.17% 96
2023
Q1 		$274K Sell
2,088
-723
-26% -$96.7K 0.17% 93
2022
Q4 		$396K Buy
2,811
+491
+21% +$67.7K 0.26% 62
2022
Q3 		$276K Buy
2,320
+294
+15% +$38.6K 0.2% 78
2022
Q2 		$286K Buy
2,026
+118
+6% +$15.9K 0.22% 77
2022
Q1 		$248K Buy
1,908
+103
+6% +$13.4K 0.17% 97
2021
Q4 		$241K Sell
1,805
-106
-6% -$13.3K 0.16% 99
2021
Q3 		$254K Buy
+1,911
New +$255K 0.22% 83

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Blue Barn Wealth's IBM Position: Q4 2025 in Review

Blue Barn Wealth sold out of IBM (IBM) in Q4 2025, closing a stake of 1,103 shares — an estimated $311K sold.

Blue Barn Wealth first reported a position in IBM in Q3 2021 and held it in 15 quarters. The position peaked at $396K in Q4 2022. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Blue Barn Wealth reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 1,103 IBM shares in Q4 2025, an estimated $311K.
  • Blue Barn Wealth first reported a position in IBM in Q3 2021 and held it in 15 quarters.
  • Blue Barn Wealth's IBM position peaked at $396K in Q4 2022.
  • 3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.