Michael J. Porro & Co. Financial Advisors, Inc.’s IBM IBM Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$1.68M	Buy	+5,673	New	+$1.7M	1.41%	17

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Michael J. Porro & Co. Financial Advisors, Inc.'s IBM Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in IBM (IBM) in Q4 2025: 5,673 shares worth $1.68M. The stake represents 1.41% of the portfolio and ranks #17 among its holdings.

3,708 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 5,673 shares of IBM worth $1.68M as of Q4 2025.
IBM was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
IBM made up 1.41% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #17 holding.
3,708 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.