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Financial Gravity Companies’s IBM IBM Stock Holding History

Financial Gravity Companies’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 		$118K Buy
+400
New +$103K 0.02% 204
2024
Q4 		$87.9K Buy
+400
New +$89.1K 0.02% 218
2018
Q4 		$343K Buy
+2,675
New +$321K 0.31% 46
2018
Q1 		$327K Buy
2,400
+880
+58% +$133K 0.33% 49
2017
Q4 		$238K Buy
+1,520
New +$221K 0.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Financial Gravity Companies's IBM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in IBM (IBM) in Q2 2025: 400 shares worth $118K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBM as recently as Q4 2024.

Financial Gravity Companies first reported a position in IBM in Q4 2017 and has held it in 5 quarters since. The position peaked at $343K in Q4 2018. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Financial Gravity Companies held 400 shares of IBM worth $118K as of Q2 2025.
  • IBM was a new Financial Gravity Companies position in Q2 2025.
  • IBM made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #204 holding.
  • Financial Gravity Companies first reported a position in IBM in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's IBM position peaked at $343K in Q4 2018.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.