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Financial Advisors’s IBM IBM Stock Holding History

Financial Advisors’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
Q3 		$632K Sell
2,241
-166
-7% -$43.5K 0.11% 41
2025
Q2 		$710K Hold
2,407
– – 0.13% 36
2025
Q1 		$599K Buy
2,407
+50
+2% +$12.2K 0.12% 39
2024
Q4 		$518K Buy
2,357
+371
+19% +$82.6K 0.1% 43
2024
Q3 		$439K Hold
1,986
– – 0.08% 48
2024
Q2 		$343K Hold
1,986
– – 0.07% 54
2024
Q1 		$379K Hold
1,986
– – 0.08% 50
2023
Q4 		$325K Sell
1,986
-2,948
-60% -$445K 0.07% 54
2023
Q3 		$692K Buy
4,934
+2,648
+116% +$377K 0.17% 28
2023
Q2 		$306K Buy
2,286
+757
+50% +$97.7K 0.07% 57
2023
Q1 		$200K Hold
1,529
– – 0.05% 78
2022
Q4 		$215K Buy
+1,529
New +$211K 0.06% 75
2022
Q3 		– Sell
-1,734
Closed -$245K – 80
2022
Q2 		$245K Hold
1,734
– – 0.09% 65
2022
Q1 		$225K Buy
1,734
+172
+11% +$22.4K 0.07% 81
2021
Q4 		$209K Sell
1,562
-72
-4% -$9.03K 0.06% 84
2021
Q3 		$217K Hold
1,634
– – 0.07% 82
2021
Q2 		$229K Sell
1,634
-188
-10% -$25.7K 0.08% 79
2021
Q1 		$232K Sell
1,822
-52
-3% -$6.22K 0.09% 71
2020
Q4 		$226K Buy
+1,874
New +$217K 0.1% 70

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Financial Advisors's IBM Position: Q3 2025 in Review

Financial Advisors reduced its IBM (IBM) stake by 6.9% in Q3 2025, selling an estimated $43.5K and leaving 2,241 shares worth $632K. The position accounts for 0.11% of the portfolio, ranked #41.

Financial Advisors first reported a position in IBM in Q4 2020 and has held it in 19 quarters since. The position peaked at $710K in Q2 2025. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Financial Advisors held 2,241 shares of IBM worth $632K as of Q3 2025.
  • Financial Advisors sold 166 IBM shares in Q3 2025, an estimated $43.5K.
  • IBM made up 0.11% of Financial Advisors's portfolio in Q3 2025, its #41 holding.
  • Financial Advisors first reported a position in IBM in Q4 2020 and has held it in 19 quarters since.
  • Financial Advisors's IBM position peaked at $710K in Q2 2025.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.