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Bordeaux Wealth Advisors’s IBM IBM Stock Holding History

Bordeaux 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 		$342K Sell
1,159
-433
-27% -$112K 0.04% 117
2025
Q1 		$396K Sell
1,592
-9
-0.6% -$2.2K 0.07% 99
2024
Q4 		$352K Sell
1,601
-158
-9% -$35.2K 0.06% 109
2024
Q3 		$389K Buy
1,759
+507
+40% +$99.4K 0.07% 106
2024
Q2 		$217K Buy
+1,252
New +$218K 0.04% 130

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bordeaux Wealth Advisors's IBM Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its IBM (IBM) stake by 27% in Q2 2025, selling an estimated $112K and leaving 1,159 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #117.

Bordeaux Wealth Advisors first reported a position in IBM in Q2 2024 and has held it in 5 quarters since. The position peaked at $396K in Q1 2025. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,159 shares of IBM worth $342K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 433 IBM shares in Q2 2025, an estimated $112K.
  • IBM made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #117 holding.
  • Bordeaux Wealth Advisors first reported a position in IBM in Q2 2024 and has held it in 5 quarters since.
  • Bordeaux Wealth Advisors's IBM position peaked at $396K in Q1 2025.
  • 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.