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Financial Partners Group (Tennessee)’s IBM IBM Stock Holding History

Financial Partners Group (Tennessee)’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 		$1.33M Sell
4,511
-478
-10% -$123K 0.48% 47
2025
Q1 		$1.24M Sell
4,989
-646
-11% -$158K 0.54% 48
2024
Q4 		$1.24M Sell
5,635
-251
-4% -$55.9K 0.51% 50
2024
Q3 		$1.3M Sell
5,886
-208
-3% -$40.8K 0.49% 52
2024
Q2 		$1.05M Sell
6,094
-3,230
-35% -$561K 0.41% 57
2024
Q1 		$1.78M Buy
9,324
+2,982
+47% +$544K 0.69% 37
2023
Q4 		$1.04M Sell
6,342
-334
-5% -$50.5K 0.47% 50
2023
Q3 		$937K Sell
6,676
-119
-2% -$16.9K 0.45% 48
2023
Q2 		$909K Buy
6,795
+525
+8% +$67.8K 0.46% 47
2023
Q1 		$822K Buy
6,270
+380
+6% +$50.8K 0.43% 49
2022
Q4 		$830K Buy
+5,890
New +$812K 0.49% 41

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 Partners Group (Tennessee)'s IBM Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its IBM (IBM) stake by 9.6% in Q2 2025, selling an estimated $123K and leaving 4,511 shares worth $1.33M. The position accounts for 0.48% of the portfolio, ranked #47.

Financial Partners Group (Tennessee) first reported a position in IBM in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.78M in Q1 2024. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Financial Partners Group (Tennessee) held 4,511 shares of IBM worth $1.33M as of Q2 2025.
  • Financial Partners Group (Tennessee) sold 478 IBM shares in Q2 2025, an estimated $123K.
  • IBM made up 0.48% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #47 holding.
  • Financial Partners Group (Tennessee) first reported a position in IBM in Q4 2022 and has held it in 11 quarters since.
  • Financial Partners Group (Tennessee)'s IBM position peaked at $1.78M in Q1 2024.
  • 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.