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Brass Tax Wealth Management’s IBM IBM Stock Holding History

Brass Tax Wealth Management’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 		$373K Sell
1,323
-98
-7% -$25.7K 0.06% 154
2025
Q2 		$419K Buy
1,421
+1
+0.1% +$258 0.08% 129
2025
Q1 		$353K Sell
1,420
-13
-0.9% -$3.18K 0.07% 134
2024
Q4 		$315K Sell
1,433
-19
-1% -$4.23K 0.07% 144
2024
Q3 		$321K Buy
+1,452
New +$285K 0.07% 138

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

Brass Tax Wealth Management's IBM Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its IBM (IBM) stake by 6.9% in Q3 2025, selling an estimated $25.7K and leaving 1,323 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #154.

Brass Tax Wealth Management first reported a position in IBM in Q3 2024 and has held it in 5 quarters since. The position peaked at $419K in Q2 2025. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Brass Tax Wealth Management held 1,323 shares of IBM worth $373K as of Q3 2025.
  • Brass Tax Wealth Management sold 98 IBM shares in Q3 2025, an estimated $25.7K.
  • IBM made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #154 holding.
  • Brass Tax Wealth Management first reported a position in IBM in Q3 2024 and has held it in 5 quarters since.
  • Brass Tax Wealth Management's IBM position peaked at $419K in Q2 2025.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.