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 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