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FSR Wealth Management’s IBM IBM Stock Holding History

FSR 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
Q1 		– Sell
-944
Closed -$207K – 42
2024
Q4 		$207K Buy
+944
New +$210K 0.26% 38

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

FSR Wealth Management's IBM Position: Q1 2025 in Review

FSR Wealth Management sold out of IBM (IBM) in Q1 2025, closing a stake of 944 shares — an estimated $207K sold.

FSR Wealth Management first reported a position in IBM in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • FSR Wealth Management reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • FSR Wealth Management sold 944 IBM shares in Q1 2025, an estimated $207K.
  • FSR Wealth Management first reported a position in IBM in Q4 2024 and held it in 1 quarter.
  • FSR Wealth Management's IBM position peaked at $207K in Q4 2024.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on FSR Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.