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Castle Rock Wealth Management’s IBM IBM Stock Holding History

Castle Rock 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
2026
Q2 		$5.21M Buy
18,208
+330
+2% +$83.1K 1.02% 21
2026
Q1 		$4.44M Buy
17,878
+2,452
+16% +$663K 0.96% 21
2025
Q4 		$4.4M Buy
15,426
+386
+3% +$116K 0.95% 21
2025
Q3 		$4.3M Buy
15,040
+582
+4% +$152K 0.95% 21
2025
Q2 		$4.14M Buy
14,458
+3,264
+29% +$841K 0.97% 21
2025
Q1 		$2.78M Sell
11,194
-2,581
-19% -$631K 0.75% 32
2024
Q4 		$3.6M Buy
13,775
+841
+7% +$187K 0.86% 27
2024
Q3 		$2.93M Buy
12,934
+7,421
+135% +$1.46M 0.7% 31
2024
Q2 		$965K Sell
5,513
-197
-3% -$34.2K 0.24% 112
2024
Q1 		$938K Buy
5,710
+89
+2% +$16.2K 0.26% 113
2023
Q4 		$895K Buy
5,621
+286
+5% +$43.2K 0.27% 104
2023
Q3 		$758K Buy
5,335
+206
+4% +$29.3K 0.25% 102
2023
Q2 		$689K Buy
5,129
+585
+13% +$75.5K 0.24% 105
2023
Q1 		$551K Sell
4,544
-237
-5% -$31.7K 0.2% 113
2022
Q4 		$643K Hold
4,781
– – 0.29% 100
2022
Q3 		$563K Sell
4,781
-400
-8% -$52.5K 0.28% 97
2022
Q2 		$729K Buy
+5,181
New +$699K 0.37% 74

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return