Conquis Financial’s IBM IBM Stock Holding History

Conquis Financial’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	–	Sell	-400	Closed	-$99.5K	–	55
2025 Q1	$99.5K	Sell	400 -27	-6%	-$6.6K	0.1%	26
2024 Q4	$93.9K	Buy	+427	New	+$95.1K	0.1%	31

Other funds holding IBM

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

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

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

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

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

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

Conquis Financial's IBM Position: Q2 2025 in Review

Conquis Financial sold out of IBM (IBM) in Q2 2025, closing a stake of 400 shares — an estimated $99.5K sold.

Conquis Financial first reported a position in IBM in Q4 2024 and held it in 2 quarters. The position peaked at $99.5K in Q1 2025. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Conquis Financial reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
Conquis Financial sold 400 IBM shares in Q2 2025, an estimated $99.5K.
Conquis Financial first reported a position in IBM in Q4 2024 and held it in 2 quarters.
Conquis Financial's IBM position peaked at $99.5K in Q1 2025.
3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Conquis Financial's 13F filing for Q2 2025, filed 11 Aug 2025.