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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Congress Wealth Management increased its IBM (IBM) stake by 5.3% in Q2 2025, buying an estimated $578K and bringing the position to 44,219 shares worth $12M. The position accounts for 0.12% of the portfolio, ranked #212.

Congress Wealth Management first reported a position in IBM in Q4 2021 and has held it in 15 quarters since. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Congress Wealth Management held 44,219 shares of IBM worth $12M as of Q2 2025.
  • Congress Wealth Management bought 2,245 IBM shares in Q2 2025, an estimated $578K.
  • IBM made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #212 holding.
  • Congress Wealth Management first reported a position in IBM in Q4 2021 and has held it in 15 quarters since.
  • 3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.