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Dopkins Wealth Management’s IBM IBM Stock Holding History

Dopkins 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
Q1 		– Sell
-4,041
Closed -$888K – 86
2024
Q4 		$888K Buy
4,041
+441
+12% +$98.2K 0.45% 40
2024
Q3 		$796K Sell
3,600
-300
-8% -$58.8K 0.64% 20
2024
Q2 		$675K Buy
3,900
+200
+5% +$34.8K 0.41% 34
2024
Q1 		$707K Buy
+3,700
New +$675K 0.43% 32
2023
Q4 		– Sell
-3,700
Closed -$519K – 50
2023
Q3 		$519K Buy
+3,700
New +$526K 0.39% 32

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Dopkins Wealth Management's IBM Position: Q1 2025 in Review

Dopkins Wealth Management sold out of IBM (IBM) in Q1 2025, closing a stake of 4,041 shares — an estimated $888K sold.

Dopkins Wealth Management first reported a position in IBM in Q3 2023 and held it in 5 quarters. The position peaked at $888K in Q4 2024. 3,265 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Dopkins Wealth Management reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Dopkins Wealth Management sold 4,041 IBM shares in Q1 2025, an estimated $888K.
  • Dopkins Wealth Management first reported a position in IBM in Q3 2023 and held it in 5 quarters.
  • Dopkins Wealth Management's IBM position peaked at $888K in Q4 2024.
  • 3,265 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Dopkins Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.