FWM
IBM icon

Forefront Wealth Management’s IBM IBM Stock Holding History

Forefront Wealth Management’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
Q4 		$214K Sell
724
-12
-2% -$3.59K 0.15% 63
2025
Q3 		$208K Buy
736
+2
+0.3% +$524 0.15% 66
2025
Q2 		$216K Buy
+734
New +$189K 0.17% 58

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Forefront Wealth Management's IBM Position: Q4 2025 in Review

Forefront Wealth Management reduced its IBM (IBM) stake by 1.6% in Q4 2025, selling an estimated $3.59K and leaving 724 shares worth $214K. The position accounts for 0.15% of the portfolio, ranked #63.

Forefront Wealth Management first reported a position in IBM in Q2 2025 and has held it in 3 quarters since. The position peaked at $216K in Q2 2025. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Forefront Wealth Management held 724 shares of IBM worth $214K as of Q4 2025.
  • Forefront Wealth Management sold 12 IBM shares in Q4 2025, an estimated $3.59K.
  • IBM made up 0.15% of Forefront Wealth Management's portfolio in Q4 2025, its #63 holding.
  • Forefront Wealth Management first reported a position in IBM in Q2 2025 and has held it in 3 quarters since.
  • Forefront Wealth Management's IBM position peaked at $216K in Q2 2025.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.