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Carolinas Wealth Consulting’s IBM IBM Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-1,444
Closed -$359K – 428
2025
Q1 		$359K Sell
1,444
-11
-0.8% -$2.69K 0.08% 125
2024
Q4 		$320K Sell
1,455
-1,058
-42% -$236K 0.06% 144
2024
Q3 		$555K Buy
2,513
+35
+1% +$6.86K 0.1% 102
2024
Q2 		$428K Sell
2,478
-1,364
-36% -$237K 0.08% 115
2024
Q1 		$734K Sell
3,842
-5,580
-59% -$1.02M 0.14% 74
2023
Q4 		$359K Buy
9,422
+50
+0.5% +$7.55K 0.08% 110
2023
Q3 		$311K Sell
9,372
-882
-9% -$125K 0.08% 111
2023
Q2 		$406K Buy
10,254
+27
+0.3% +$3.48K 0.08% 114
2023
Q1 		$395K Buy
10,227
+12
+0.1% +$1.6K 0.08% 118
2022
Q4 		$422K Buy
10,215
+324
+3% +$44.7K 0.1% 113
2022
Q3 		$318K Buy
9,891
+25
+0.3% +$3.28K 0.08% 117
2022
Q2 		$374K Buy
9,866
+7,262
+279% +$980K 0.09% 105
2022
Q1 		$339K Buy
2,604
+1,210
+87% +$158K 0.07% 118
2021
Q4 		$186K Sell
1,394
-12
-0.9% -$1.5K 0.04% 178
2021
Q3 		$187K Buy
1,406
+5
+0.4% +$668 0.04% 166
2021
Q2 		$196K Buy
1,401
+16
+1% +$2.19K 0.04% 166
2021
Q1 		$176K Buy
1,385
+18
+1% +$2.15K 0.04% 181
2020
Q4 		$165K Buy
1,367
+458
+50% +$52.9K 0.04% 168
2020
Q3 		$106K Buy
909
+86
+10% +$10.1K 0.04% 194
2020
Q2 		$95K Buy
+823
New +$95.6K 0.04% 153

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

Carolinas Wealth Consulting's IBM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of IBM (IBM) in Q2 2025, closing a stake of 1,444 shares — an estimated $359K sold.

Carolinas Wealth Consulting first reported a position in IBM in Q2 2020 and held it in 20 quarters. The position peaked at $734K in Q1 2024. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,444 IBM shares in Q2 2025, an estimated $359K.
  • Carolinas Wealth Consulting first reported a position in IBM in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's IBM position peaked at $734K in Q1 2024.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.