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David Wealth Management’s IBM IBM Stock Holding History

David 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
Q2 		$230K Buy
+780
New +$201K 0.17% 52

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

David Wealth Management's IBM Position: Q2 2025 in Review

David Wealth Management opened a new position in IBM (IBM) in Q2 2025: 780 shares worth $230K. The stake represents 0.17% of the portfolio and ranks #52 among its holdings.

3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • David Wealth Management held 780 shares of IBM worth $230K as of Q2 2025.
  • IBM was a new David Wealth Management position in Q2 2025.
  • IBM made up 0.17% of David Wealth Management's portfolio in Q2 2025, its #52 holding.
  • 3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.