FSC Wealth Advisors’s IBM IBM Stock Holding History

FSC Wealth Advisors’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	–	Sell	-1,604	Closed	-$453K	–	45
2025 Q3	$453K	Hold	1,604	–	–	0.26%	50
2025 Q2	$473K	Hold	1,604	–	–	0.3%	44
2025 Q1	$399K	Buy	1,604 +144	+10%	+$35.2K	0.26%	47
2024 Q4	$321K	Sell	1,460 -100	-6%	-$22.3K	0.21%	59
2024 Q3	$345K	Hold	1,560	–	–	0.25%	53
2024 Q2	$270K	Hold	1,560	–	–	0.2%	51
2024 Q1	$298K	Buy	1,560 +698	+81%	+$127K	0.21%	47
2023 Q4	$141K	Hold	862	–	–	0.1%	60
2023 Q3	$121K	Hold	862	–	–	0.13%	39
2023 Q2	$115K	Hold	862	–	–	0.1%	41
2023 Q1	$113K	Buy	862 +506	+142%	+$67.7K	0.18%	31
2022 Q4	$50.2K	Hold	356	–	–	0.09%	50
2022 Q3	$42K	Hold	356	–	–	0.4%	50
2022 Q2	$50K	Hold	356	–	–	0.44%	50
2022 Q1	$46K	Buy	356 +27	+8%	+$3.52K	0.04%	70
2021 Q4	$44K	Buy	+329	New	+$41.3K	0.03%	79

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

FSC Wealth Advisors's IBM Position: Q4 2025 in Review

FSC Wealth Advisors sold out of IBM (IBM) in Q4 2025, closing a stake of 1,604 shares — an estimated $453K sold.

FSC Wealth Advisors first reported a position in IBM in Q4 2021 and held it in 16 quarters. The position peaked at $473K in Q2 2025. 3,685 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

FSC Wealth Advisors reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 1,604 IBM shares in Q4 2025, an estimated $453K.
FSC Wealth Advisors first reported a position in IBM in Q4 2021 and held it in 16 quarters.
FSC Wealth Advisors's IBM position peaked at $473K in Q2 2025.
3,685 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.