Wedbush Fund Advisers, LLC’s IBM IBM Stock Holding History

Wedbush Fund Advisers, LLC’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	$34.9M	Buy	+117,809	New	+$35.3M	3.61%	15

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

Wedbush Fund Advisers, LLC's IBM Position: Q4 2025 in Review

Wedbush Fund Advisers, LLC opened a new position in IBM (IBM) in Q4 2025: 117,809 shares worth $34.9M. The stake represents 3.61% of the portfolio and ranks #15 among its holdings.

3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Wedbush Fund Advisers, LLC held 117,809 shares of IBM worth $34.9M as of Q4 2025.
IBM was a new Wedbush Fund Advisers, LLC position in Q4 2025.
IBM made up 3.61% of Wedbush Fund Advisers, LLC's portfolio in Q4 2025, its #15 holding.
3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Wedbush Fund Advisers, LLC's 13F filing for Q4 2025, filed 23 Jul 2026.