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Copperwynd Financial’s IBM IBM Stock Holding History

Copperwynd 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 		$1.54M Buy
5,233
+24
+0.5% +$6.18K 0.38% 48
2025
Q1 		$1.3M Buy
5,209
+640
+14% +$157K 0.36% 51
2024
Q4 		$1M Sell
4,569
-53
-1% -$11.8K 0.28% 63
2024
Q3 		$1.02M Sell
4,622
-388
-8% -$76.1K 0.31% 57
2024
Q2 		$963K Buy
5,010
+494
+11% +$85.8K 0.31% 49
2024
Q1 		$862K Sell
4,516
-132
-3% -$24.1K 0.31% 51
2023
Q4 		$760K Buy
4,648
+6
+0.1% +$907 0.3% 54
2023
Q3 		$651K Sell
4,642
-106
-2% -$15.1K 0.31% 59
2023
Q2 		$635K Buy
4,748
+140
+3% +$18.1K 0.3% 79
2023
Q1 		$604K Buy
4,608
+32
+0.7% +$4.28K 0.31% 74
2022
Q4 		$645K Sell
4,576
-28
-0.6% -$3.86K 0.36% 66
2022
Q3 		$547K Sell
4,604
-103
-2% -$13.5K 0.31% 70
2022
Q2 		$665K Sell
4,707
-41
-0.9% -$5.53K 0.39% 54
2022
Q1 		$617K Buy
4,748
+638
+16% +$83.2K 0.26% 82
2021
Q4 		$549K Sell
4,110
-431
-9% -$54.1K 0.21% 93
2021
Q3 		$603K Buy
4,541
+198
+5% +$26.5K 0.25% 78
2021
Q2 		$609K Buy
4,343
+47
+1% +$6.43K 0.26% 71
2021
Q1 		$547K Buy
4,296
+770
+22% +$92.2K 0.25% 67
2020
Q4 		$424K Sell
3,526
-798
-18% -$92.2K 0.2% 86
2020
Q3 		$503K Sell
4,324
-93
-2% -$10.9K 0.27% 59
2020
Q2 		$510K Sell
4,417
-226
-5% -$26.2K 0.29% 50
2020
Q1 		$492K Buy
4,643
+404
+10% +$51.1K 0.23% 34
2019
Q4 		$543K Sell
4,239
-244
-5% -$31.7K 0.29% 75
2019
Q3 		$590K Buy
4,483
+563
+14% +$75.9K 0.34% 60
2019
Q2 		$517K Buy
3,920
+29
+0.7% +$3.81K 0.3% 53
2019
Q1 		$525K Buy
3,891
+260
+7% +$33.1K 0.31% 44
2018
Q4 		$395K Sell
3,631
-410
-10% -$49.2K 0.24% 48
2018
Q3 		$584K Buy
+4,041
New +$565K 0.35% 40

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Copperwynd Financial's IBM Position: Q2 2025 in Review

Copperwynd Financial increased its IBM (IBM) stake by 0.46% in Q2 2025, buying an estimated $6.18K and bringing the position to 5,233 shares worth $1.54M. The position accounts for 0.38% of the portfolio, ranked #48.

Copperwynd Financial first reported a position in IBM in Q3 2018 and has held it in 28 quarters since. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Copperwynd Financial held 5,233 shares of IBM worth $1.54M as of Q2 2025.
  • Copperwynd Financial bought 24 IBM shares in Q2 2025, an estimated $6.18K.
  • IBM made up 0.38% of Copperwynd Financial's portfolio in Q2 2025, its #48 holding.
  • Copperwynd Financial first reported a position in IBM in Q3 2018 and has held it in 28 quarters since.
  • 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.