Elevate Wealth Advisory’s IBM IBM Stock Holding History

Elevate Wealth Advisory’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	-1,225	Closed	-$269K	–	134
2024 Q4	$269K	Buy	+1,225	New	+$273K	0.2%	59

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Elevate Wealth Advisory's IBM Position: Q1 2025 in Review

Elevate Wealth Advisory sold out of IBM (IBM) in Q1 2025, closing a stake of 1,225 shares — an estimated $269K sold.

Elevate Wealth Advisory first reported a position in IBM in Q4 2024 and held it in 1 quarter. The position peaked at $269K in Q4 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

Elevate Wealth Advisory reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
Elevate Wealth Advisory sold 1,225 IBM shares in Q1 2025, an estimated $269K.
Elevate Wealth Advisory first reported a position in IBM in Q4 2024 and held it in 1 quarter.
Elevate Wealth Advisory's IBM position peaked at $269K in Q4 2024.
3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Elevate Wealth Advisory's 13F filing for Q1 2025, filed 14 May 2025.