FSA Wealth Management’s IBM IBM Stock Holding History

FSA 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 Q3	$363K	Buy	1,288 +4	+0.3%	+$1.05K	0.13%	34
2025 Q2	$379K	Sell	1,284 -7	-0.5%	-$1.8K	0.15%	33
2025 Q1	$321K	Sell	1,291 -8	-0.6%	-$1.96K	0.14%	33
2024 Q4	$286K	Sell	1,299 -91	-7%	-$20.3K	0.12%	38
2024 Q3	$307K	Buy	+1,390	New	+$273K	0.12%	39
2024 Q1	$248K	Buy	1,296 +113	+10%	+$20.6K	0.11%	42
2023 Q4	$193K	Buy	+1,183	New	+$179K	0.09%	49
2021 Q1	–	Sell	-2,549	Closed	-$307K	–	133
2020 Q4	$307K	Buy	2,549 +209	+9%	+$24.2K	0.15%	39
2020 Q3	$272K	Hold	2,340	–	–	0.17%	40
2020 Q2	$270K	Sell	2,340 -209	-8%	-$24.3K	0.18%	38
2020 Q1	$270K	Sell	2,549 -184	-7%	-$23.3K	0.23%	31
2019 Q4	$350K	Buy	+2,733	New	+$355K	0.25%	32

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FSA Wealth Management's IBM Position: Q3 2025 in Review

FSA Wealth Management increased its IBM (IBM) stake by 0.31% in Q3 2025, buying an estimated $1.05K and bringing the position to 1,288 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #34.

FSA Wealth Management first reported a position in IBM in Q4 2019 and has held it in 12 quarters since. The position peaked at $379K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

FSA Wealth Management held 1,288 shares of IBM worth $363K as of Q3 2025.
FSA Wealth Management bought 4 IBM shares in Q3 2025, an estimated $1.05K.
IBM made up 0.13% of FSA Wealth Management's portfolio in Q3 2025, its #34 holding.
FSA Wealth Management first reported a position in IBM in Q4 2019 and has held it in 12 quarters since.
FSA Wealth Management's IBM position peaked at $379K in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.