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Cook Wealth’s IBM IBM Stock Holding History

Cook Wealth’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
-1,504
Closed -$361K – 27
2025
Q1 		$361K Sell
1,504
-154
-9% -$37.7K 0.18% 39
2024
Q4 		$375K Buy
1,658
+33
+2% +$7.35K 0.18% 41
2024
Q3 		$333K Buy
1,625
+2
+0.1% +$392 0.17% 43
2024
Q2 		$312K Buy
1,623
+3
+0.2% +$521 0.17% 45
2024
Q1 		$267K Buy
1,620
+2
+0.1% +$365 0.16% 44
2023
Q4 		$281K Buy
1,618
+3
+0.2% +$453 0.18% 41
2023
Q3 		$232K Hold
1,615
– – 0.18% 45
2023
Q2 		$231K Buy
1,615
+21
+1% +$2.71K 0.18% 36
2023
Q1 		$202K Sell
1,594
-42
-3% -$5.62K 0.17% 43
2022
Q4 		$230K Hold
1,636
– – 0.22% 34
2022
Q3 		$220K Hold
1,636
– – 0.24% 36
2022
Q2 		$217K Hold
1,636
– – 0.22% 40
2022
Q1 		$222K Sell
1,636
-6
-0.4% -$782 0.23% 34
2021
Q4 		$225K Buy
+1,642
New +$206K 0.23% 35

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

Cook Wealth's IBM Position: Q2 2025 in Review

Cook Wealth sold out of IBM (IBM) in Q2 2025, closing a stake of 1,504 shares — an estimated $361K sold.

Cook Wealth first reported a position in IBM in Q4 2021 and held it in 14 quarters. The position peaked at $375K in Q4 2024. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Cook Wealth reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • Cook Wealth sold 1,504 IBM shares in Q2 2025, an estimated $361K.
  • Cook Wealth first reported a position in IBM in Q4 2021 and held it in 14 quarters.
  • Cook Wealth's IBM position peaked at $375K in Q4 2024.
  • 3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Cook Wealth's 13F filing for Q2 2025.