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Capital A Wealth Management’s IBM IBM Stock Holding History

Capital A 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
Q2 		$40.1K Buy
245
+192
+362% +$49.5K 0.45% 69
2025
Q1 		$13.2K Buy
53
+18
+51% +$4.4K 0.01% 271
2024
Q4 		$7.69K Buy
+35
New +$7.79K 0.01% 333

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

Capital A Wealth Management's IBM Position: Q2 2025 in Review

Capital A Wealth Management increased its IBM (IBM) stake by 362% in Q2 2025, buying an estimated $49.5K and bringing the position to 245 shares worth $40.1K. The position accounts for 0.45% of the portfolio, ranked #69.

Capital A Wealth Management first reported a position in IBM in Q4 2024 and has held it in 3 quarters since. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Capital A Wealth Management held 245 shares of IBM worth $40.1K as of Q2 2025.
  • Capital A Wealth Management bought 192 IBM shares in Q2 2025, an estimated $49.5K.
  • IBM made up 0.45% of Capital A Wealth Management's portfolio in Q2 2025, its #69 holding.
  • Capital A Wealth Management first reported a position in IBM in Q4 2024 and has held it in 3 quarters since.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.