Constant Guidance Financial’s IBM IBM Stock Holding History

Constant Guidance 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 Q4	–	Sell	-950	Closed	-$268K	–	52
2025 Q3	$268K	Buy	+950	New	+$249K	0.21%	36

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Constant Guidance Financial's IBM Position: Q4 2025 in Review

Constant Guidance Financial sold out of IBM (IBM) in Q4 2025, closing a stake of 950 shares — an estimated $268K sold.

Constant Guidance Financial first reported a position in IBM in Q3 2025 and held it in 1 quarter. The position peaked at $268K in Q3 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Constant Guidance Financial reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Constant Guidance Financial sold 950 IBM shares in Q4 2025, an estimated $268K.
Constant Guidance Financial first reported a position in IBM in Q3 2025 and held it in 1 quarter.
Constant Guidance Financial's IBM position peaked at $268K in Q3 2025.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Constant Guidance Financial's 13F filing for Q4 2025, filed 10 Feb 2026.