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Crowley Wealth Management’s IBM IBM Stock Holding History

Crowley Wealth Management’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
-560
Closed -$158K – 161
2025
Q3 		$158K Buy
560
+10
+2% +$2.62K 0.13% 92
2025
Q2 		$162K Sell
550
-27
-5% -$6.96K 0.15% 80
2025
Q1 		$143K Buy
577
+10
+2% +$2.45K 0.14% 76
2024
Q4 		$125K Buy
+567
New +$126K 0.11% 86

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Crowley Wealth Management's IBM Position: Q4 2025 in Review

Crowley Wealth Management sold out of IBM (IBM) in Q4 2025, closing a stake of 560 shares — an estimated $158K sold.

Crowley Wealth Management first reported a position in IBM in Q4 2024 and held it in 4 quarters. The position peaked at $162K in Q2 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Crowley Wealth Management reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 560 IBM shares in Q4 2025, an estimated $158K.
  • Crowley Wealth Management first reported a position in IBM in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's IBM position peaked at $162K in Q2 2025.
  • 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.