Burt Wealth Advisors’s IBM IBM Stock Holding History

Burt 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 Q3	$1.61M	Buy	5,691 +3	+0.1%	+$785	0.39%	35
2025 Q2	$1.68M	Sell	5,688 -347	-6%	-$89.4K	0.38%	33
2025 Q1	$1.5M	Buy	6,035 +114	+2%	+$27.9K	0.38%	30
2024 Q4	$1.3M	Sell	5,921 -110	-2%	-$24.5K	0.33%	32
2024 Q3	$1.33M	Hold	6,031	–	–	0.33%	30
2024 Q2	$1.04M	Sell	6,031 -194	-3%	-$33.7K	0.27%	38
2024 Q1	$1.19M	Buy	6,225 +226	+4%	+$41.2K	0.3%	34
2023 Q4	$981K	Buy	5,999 +4	+0.1%	+$604	0.28%	38
2023 Q3	$841K	Buy	5,995 +2	+0%	+$285	0.26%	36
2023 Q2	$802K	Sell	5,993 -2	-0%	-$258	0.24%	39
2023 Q1	$786K	Buy	5,995 +11	+0.2%	+$1.47K	0.24%	36
2022 Q4	$843K	Buy	5,984 +504	+9%	+$69.5K	0.28%	34
2022 Q3	$651K	Buy	5,480 +842	+18%	+$110K	0.26%	30
2022 Q2	$655K	Buy	4,638 +5	+0.1%	+$675	0.23%	37
2022 Q1	$602K	Buy	4,633 +4	+0.1%	+$522	0.18%	46
2021 Q4	$619K	Sell	4,629 -208	-4%	-$26.1K	0.2%	43
2021 Q3	$642K	Buy	4,837 +9	+0.2%	+$1.2K	0.2%	41
2021 Q2	$677K	Buy	4,828 +3	+0.1%	+$410	0.24%	34
2021 Q1	$615K	Sell	4,825 -238	-5%	-$28.5K	0.23%	38
2020 Q4	$609K	Buy	5,063 +6	+0.1%	+$693	0.21%	37
2020 Q3	$588K	Sell	5,057 -109	-2%	-$12.8K	0.22%	35
2020 Q2	$596K	Buy	5,166 +12	+0.2%	+$1.39K	0.24%	29
2020 Q1	$547K	Buy	5,154 +5	+0.1%	+$632	0.25%	28
2019 Q4	$660K	Sell	5,149 -38	-0.7%	-$4.94K	0.26%	34
2019 Q3	$721K	Sell	5,187 -13	-0.3%	-$1.75K	0.3%	29
2019 Q2	$685K	Buy	5,200 +5	+0.1%	+$657	0.3%	28
2019 Q1	$701K	Buy	5,195 +3	+0.1%	+$382	0.32%	26
2018 Q4	$564K	Sell	5,192 -736	-12%	-$88.3K	0.27%	43
2018 Q3	$857K	Sell	5,928 -346	-6%	-$48.3K	0.39%	24
2018 Q2	$838K	Sell	6,274 -110	-2%	-$15.3K	0.4%	22
2018 Q1	$936K	Sell	6,384 -37	-0.6%	-$5.6K	0.48%	20
2017 Q4	$942K	Buy	6,421 +109	+2%	+$15.8K	0.59%	16
2017 Q3	$875K	Sell	6,312 -404	-6%	-$56.3K	0.57%	15
2017 Q2	$987K	Sell	6,716 -1,232	-16%	-$186K	0.68%	15
2017 Q1	$1.32M	Buy	7,948 +2,043	+35%	+$343K	0.95%	16
2016 Q4	$937K	Buy	5,905 +5	+0.1%	+$762	0.84%	18
2016 Q3	$896K	Sell	5,900 -50	-0.8%	-$7.59K	0.96%	14
2016 Q2	$863K	Sell	5,950 -327	-5%	-$46.8K	0.96%	12
2016 Q1	$909K	Buy	6,277 +53	+0.9%	+$6.77K	0.83%	14
2015 Q4	$818K	Sell	6,224 -659	-10%	-$88.5K	0.65%	24
2015 Q3	$953K	Buy	6,883 +841	+14%	+$124K	1.19%	13
2015 Q2	$939K	Buy	6,042 +3	+0%	+$482	1.02%	15
2015 Q1	$927K	Sell	6,039 -64	-1%	-$9.71K	0.94%	12
2014 Q4	$936K	Buy	+6,103	New	+$971K	0.99%	14

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Burt Wealth Advisors's IBM Position: Q3 2025 in Review

Burt Wealth Advisors increased its IBM (IBM) stake by 0.05% in Q3 2025, buying an estimated $785 and bringing the position to 5,691 shares worth $1.61M. The position accounts for 0.39% of the portfolio, ranked #35.

Burt Wealth Advisors first reported a position in IBM in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.68M in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Burt Wealth Advisors held 5,691 shares of IBM worth $1.61M as of Q3 2025.
Burt Wealth Advisors bought 3 IBM shares in Q3 2025, an estimated $785.
IBM made up 0.39% of Burt Wealth Advisors's portfolio in Q3 2025, its #35 holding.
Burt Wealth Advisors first reported a position in IBM in Q4 2014 and has held it in 44 quarters since.
Burt Wealth Advisors's IBM position peaked at $1.68M in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.