Centricity Wealth Management’s IBM IBM Stock Holding History

Centricity 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	$107K	Hold	364	–	–	0.09%	118
2025 Q1	$90.5K	Hold	364	–	–	0.08%	120
2024 Q4	$80K	Buy	+364	New	+$81.1K	0.07%	128

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Centricity Wealth Management's IBM Position: Q2 2025 in Review

Centricity Wealth Management held its IBM (IBM) position steady in Q2 2025 at 364 shares worth $107K. The position accounts for 0.09% of the portfolio, ranked #118.

Centricity Wealth Management first reported a position in IBM in Q4 2024 and has held it in 3 quarters since. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Centricity Wealth Management held 364 shares of IBM worth $107K as of Q2 2025.
Centricity Wealth Management left its IBM share count unchanged in Q2 2025.
IBM made up 0.09% of Centricity Wealth Management's portfolio in Q2 2025, its #118 holding.
Centricity Wealth Management first reported a position in IBM in Q4 2024 and has held it in 3 quarters since.
3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.