Fidato Wealth’s IBM IBM Stock Holding History

Fidato Wealth’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	-1,824	Closed	-$454K	–	15
2025 Q1	$454K	Buy	1,824 +42	+2%	+$10.3K	0.35%	15
2024 Q4	$392K	Buy	+1,782	New	+$397K	0.29%	14

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

Fidato Wealth's IBM Position: Q2 2025 in Review

Fidato Wealth sold out of IBM (IBM) in Q2 2025, closing a stake of 1,824 shares — an estimated $454K sold.

Fidato Wealth first reported a position in IBM in Q4 2024 and held it in 2 quarters. The position peaked at $454K in Q1 2025. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Fidato Wealth reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
Fidato Wealth sold 1,824 IBM shares in Q2 2025, an estimated $454K.
Fidato Wealth first reported a position in IBM in Q4 2024 and held it in 2 quarters.
Fidato Wealth's IBM position peaked at $454K in Q1 2025.
3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Fidato Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.