Congress Wealth Management’s IBM IBM Stock Holding History

Congress 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	$12M	Buy	44,219 +2,245	+5%	+$578K	0.12%	212
2025 Q1	$9.55M	Buy	41,974 +20,244	+93%	+$4.95M	0.11%	210
2024 Q4	$4.78M	Buy	21,730 +1,987	+10%	+$443K	0.07%	287
2024 Q3	$4.36M	Buy	19,743 +7,490	+61%	+$1.47M	0.06%	310
2024 Q2	$2.12M	Buy	12,253 +129	+1%	+$22.4K	0.03%	348
2024 Q1	$2.32M	Sell	12,124 -5,935	-33%	-$1.08M	0.04%	301
2023 Q4	$2.95M	Buy	18,059 +6,086	+51%	+$920K	0.05%	275
2023 Q3	$1.68M	Buy	11,973 +1,501	+14%	+$214K	0.03%	322
2023 Q2	$1.4M	Buy	10,472 +702	+7%	+$90.6K	0.03%	308
2023 Q1	$1.28M	Buy	9,770 +107	+1%	+$14.3K	0.03%	319
2022 Q4	$1.36M	Sell	9,663 -639	-6%	-$88.1K	0.04%	306
2022 Q3	$1.22M	Buy	10,302 +150	+1%	+$19.7K	0.03%	314
2022 Q2	$1.43M	Buy	10,152 +128	+1%	+$17.3K	0.04%	304
2022 Q1	$1.3M	Sell	10,024 -7,251	-42%	-$946K	0.03%	323
2021 Q4	$2.31M	Buy	+17,275	New	+$2.17M	0.05%	296

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Bank of America

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

Capital World Investors

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return