FIG Financial Advisory Services’s IBM IBM Stock Holding History

FIG Financial Advisory Services’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	-4,391	Closed	-$1.09M	–	73
2025 Q1	$1.09M	Buy	+4,391	New	+$1.07M	0.77%	35

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

FIG Financial Advisory Services's IBM Position: Q2 2025 in Review

FIG Financial Advisory Services sold out of IBM (IBM) in Q2 2025, closing a stake of 4,391 shares — an estimated $1.09M sold.

FIG Financial Advisory Services first reported a position in IBM in Q1 2025 and held it in 1 quarter. The position peaked at $1.09M in Q1 2025. 3,405 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

FIG Financial Advisory Services reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 4,391 IBM shares in Q2 2025, an estimated $1.09M.
FIG Financial Advisory Services first reported a position in IBM in Q1 2025 and held it in 1 quarter.
FIG Financial Advisory Services's IBM position peaked at $1.09M in Q1 2025.
3,405 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on FIG Financial Advisory Services's 13F filing for Q2 2025, filed 10 Aug 2026.