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Circle Wealth Management’s IBM IBM Stock Holding History

Circle 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
Q3 		– Sell
-2,759
Closed -$813K – 231
2025
Q2 		$813K Sell
2,759
-29
-1% -$7.47K 0.02% 134
2025
Q1 		$693K Buy
+2,788
New +$682K 0.02% 143
2020
Q4 		– Sell
-8,341
Closed -$970K – 224
2020
Q3 		$970K Buy
8,341
+1,480
+22% +$174K 0.16% 69
2020
Q2 		$792K Sell
6,861
-1,977
-22% -$230K 0.14% 75
2020
Q1 		$914K Buy
+8,838
New +$1.12M 0.18% 68
2018
Q4 		– Sell
-2,868
Closed -$415K – 89
2018
Q3 		$415K Buy
2,868
+20
+0.7% +$2.79K 0.13% 62
2018
Q2 		$380K Sell
2,848
-1,293
-31% -$180K 0.13% 64
2018
Q1 		$607K Buy
4,141
+226
+6% +$34.2K 0.22% 45
2017
Q4 		$574K Buy
3,915
+460
+13% +$66.9K 0.22% 44
2017
Q3 		$479K Buy
3,455
+1,177
+52% +$164K 0.2% 48
2017
Q2 		$335K Buy
2,278
+176
+8% +$26.5K 0.15% 58
2017
Q1 		$350K Buy
+2,102
New +$352K 0.17% 48

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Circle Wealth Management's IBM Position: Q3 2025 in Review

Circle Wealth Management sold out of IBM (IBM) in Q3 2025, closing a stake of 2,759 shares — an estimated $813K sold.

Circle Wealth Management first reported a position in IBM in Q1 2017 and held it in 12 quarters. The position peaked at $970K in Q3 2020. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Circle Wealth Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Circle Wealth Management sold 2,759 IBM shares in Q3 2025, an estimated $813K.
  • Circle Wealth Management first reported a position in IBM in Q1 2017 and held it in 12 quarters.
  • Circle Wealth Management's IBM position peaked at $970K in Q3 2020.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Circle Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.