Drake & Associates’s IBM IBM Stock Holding History

Drake & Associates’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	–	Sell	-3,049	Closed	-$758K	–	100
2025 Q1	$758K	Sell	3,049 -2	-0.1%	-$489	0.21%	48
2024 Q4	$770K	Buy	+3,051	New	+$679K	0.22%	49

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Drake & Associates's IBM Position: Q2 2025 in Review

Drake & Associates sold out of IBM (IBM) in Q2 2025, closing a stake of 3,049 shares — an estimated $758K sold.

Drake & Associates first reported a position in IBM in Q4 2024 and held it in 2 quarters. The position peaked at $770K in Q4 2024. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Drake & Associates reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
Drake & Associates sold 3,049 IBM shares in Q2 2025, an estimated $758K.
Drake & Associates first reported a position in IBM in Q4 2024 and held it in 2 quarters.
Drake & Associates's IBM position peaked at $770K in Q4 2024.
3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Drake & Associates's 13F filing for Q2 2025, filed 23 Jul 2025.