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Financial Connections Group’s IBM IBM Stock Holding History

Financial Connections Group’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 		– Sell
-58
Closed -$17K – 249
2025
Q2 		$17K Buy
+58
New +$14.9K 0.01% 150
2023
Q3 		– Sell
-596
Closed -$79K – 168
2023
Q2 		$79K Buy
+596
New +$76.9K 0.05% 92
2022
Q3 		– Sell
-596
Closed -$84K – 259
2022
Q2 		$84K Sell
596
-24
-4% -$3.24K 0.07% 79
2022
Q1 		$80K Hold
620
– – 0.08% 80
2021
Q4 		$82K Buy
+620
New +$77.8K 0.08% 82

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 Connections Group's IBM Position: Q3 2025 in Review

Financial Connections Group sold out of IBM (IBM) in Q3 2025, closing a stake of 58 shares — an estimated $17K sold.

Financial Connections Group first reported a position in IBM in Q4 2021 and held it in 5 quarters. The position peaked at $84K in Q2 2022. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Financial Connections Group reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Financial Connections Group sold 58 IBM shares in Q3 2025, an estimated $17K.
  • Financial Connections Group first reported a position in IBM in Q4 2021 and held it in 5 quarters.
  • Financial Connections Group's IBM position peaked at $84K in Q2 2022.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Financial Connections Group's 13F filing for Q3 2025, filed 10 Oct 2025.