Clay Northam Wealth Management’s IBM IBM Stock Holding History

Clay Northam 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	-689	Closed	-$203K	–	100
2025 Q2	$203K	Sell	689 -325	-32%	-$83.7K	0.13%	86
2025 Q1	$252K	Sell	1,014 -25	-2%	-$6.12K	0.18%	68
2024 Q4	$228K	Sell	1,039 -75	-7%	-$16.7K	0.15%	84
2024 Q3	$246K	Buy	+1,114	New	+$218K	0.17%	75
2024 Q2	–	Sell	-1,144	Closed	-$218K	–	91
2024 Q1	$218K	Buy	+1,144	New	+$209K	0.18%	84

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Clay Northam Wealth Management's IBM Position: Q3 2025 in Review

Clay Northam Wealth Management sold out of IBM (IBM) in Q3 2025, closing a stake of 689 shares — an estimated $203K sold.

Clay Northam Wealth Management first reported a position in IBM in Q1 2024 and held it in 5 quarters. The position peaked at $252K in Q1 2025. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Clay Northam Wealth Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Clay Northam Wealth Management sold 689 IBM shares in Q3 2025, an estimated $203K.
Clay Northam Wealth Management first reported a position in IBM in Q1 2024 and held it in 5 quarters.
Clay Northam Wealth Management's IBM position peaked at $252K in Q1 2025.
3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Clay Northam Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.