Elite Wealth Management’s IBM IBM Stock Holding History

Elite 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
2014 Q4	–	Sell	-3	Closed	-$1K	–	229
2014 Q3	$1K	Buy	+3	New	+$547	﹤0.01%	577

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Elite Wealth Management's IBM Position: Q3 2025 in Review

Elite Wealth Management sold out of IBM (IBM) in Q3 2025, closing a stake of 4,252 shares — an estimated $1.25M sold.

Elite Wealth Management first reported a position in IBM in Q2 2013 and held it in 9 quarters. The position peaked at $2.29M in Q1 2014. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Elite Wealth Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Elite Wealth Management sold 4,252 IBM shares in Q3 2025, an estimated $1.25M.
Elite Wealth Management first reported a position in IBM in Q2 2013 and held it in 9 quarters.
Elite Wealth Management's IBM position peaked at $2.29M in Q1 2014.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Elite Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.