Drive Wealth Management’s IBM IBM Stock Holding History

Drive 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
2026 Q1	$578K	Buy	2,386 +97	+4%	+$26.2K	0.12%	141
2025 Q4	$678K	Buy	2,289 +239	+12%	+$71.6K	0.13%	134
2025 Q3	$578K	Sell	2,050 -342	-14%	-$89.5K	0.12%	142
2025 Q2	$705K	Buy	2,392 +330	+16%	+$85K	0.15%	122
2025 Q1	$513K	Buy	2,062 +20	+1%	+$4.89K	0.12%	136
2024 Q4	$449K	Buy	2,042 +510	+33%	+$114K	0.11%	147
2024 Q3	$339K	Buy	+1,532	New	+$300K	0.09%	189
2023 Q2	–	Sell	-1,566	Closed	-$205K	–	298
2023 Q1	$205K	Sell	1,566 -190	-11%	-$25.4K	0.09%	252
2022 Q4	$247K	Buy	+1,756	New	+$242K	0.12%	182
2022 Q3	–	Sell	-1,431	Closed	-$202K	–	173
2022 Q2	$202K	Buy	+1,431	New	+$193K	0.18%	148

Other funds holding IBM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

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

Bank of America

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

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