Briaud Financial Planning’s IBM IBM Stock Holding History

Briaud Financial Planning’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	-303	Closed	-$89K	–	168
2025 Q2	$89K	Hold	303	–	–	0.04%	65
2025 Q1	$75K	Hold	303	–	–	0.03%	68
2024 Q4	$66K	Buy	303 +19	+7%	+$4.23K	0.03%	70
2024 Q3	$62K	Hold	284	–	–	0.03%	54
2024 Q2	$49K	Buy	284 +100	+54%	+$17.4K	0.03%	56
2024 Q1	$36K	Buy	+184	New	+$33.6K	0.02%	68
2023 Q4	–	Sell	-224	Closed	-$31K	–	84
2023 Q3	$31K	Buy	+224	New	+$31.9K	0.03%	71

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Briaud Financial Planning's IBM Position: Q3 2025 in Review

Briaud Financial Planning sold out of IBM (IBM) in Q3 2025, closing a stake of 303 shares — an estimated $89K sold.

Briaud Financial Planning first reported a position in IBM in Q3 2023 and held it in 7 quarters. The position peaked at $89K in Q2 2025. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Briaud Financial Planning reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 303 IBM shares in Q3 2025, an estimated $89K.
Briaud Financial Planning first reported a position in IBM in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's IBM position peaked at $89K in Q2 2025.
3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.