Clarus Wealth Advisors’s IBM IBM Stock Holding History

Clarus Wealth Advisors’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 Q1	–	Sell	-1,349	Closed	-$409K	–	94
2025 Q4	$409K	Sell	1,349 -143	-10%	-$42.8K	0.17%	67
2025 Q3	$430K	Buy	+1,492	New	+$391K	0.19%	63
2025 Q1	–	Sell	-1,579	Closed	-$343K	–	117
2024 Q4	$343K	Sell	1,579 -269	-15%	-$59.9K	0.17%	93
2024 Q3	$420K	Sell	1,848 -189	-9%	-$37.1K	0.21%	83
2024 Q2	$362K	Buy	2,037 +328	+19%	+$57K	0.19%	90
2024 Q1	$318K	Buy	+1,709	New	+$312K	0.18%	99
2019 Q3	–	Sell	-1,275	Closed	-$168K	–	327
2019 Q2	$168K	Buy	1,275 +216	+20%	+$28.4K	0.12%	132
2019 Q1	$143K	Sell	1,059 -535	-34%	-$68.2K	0.11%	145
2018 Q4	$173K	Buy	1,594 +119	+8%	+$14.3K	0.27%	96
2018 Q3	$213K	Buy	1,475 +473	+47%	+$66.1K	0.14%	122
2018 Q2	$147K	Buy	+1,002	New	+$140K	0.11%	154

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return