Genesis Private Wealth’s IBM IBM Stock Holding History

Genesis Private Wealth’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	-741	Closed	-$209K	–	189
2025 Q3	$209K	Buy	+741	New	+$194K	0.09%	148

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Genesis Private Wealth's IBM Position: Q4 2025 in Review

Genesis Private Wealth sold out of IBM (IBM) in Q4 2025, closing a stake of 741 shares — an estimated $209K sold.

Genesis Private Wealth first reported a position in IBM in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Genesis Private Wealth reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Genesis Private Wealth sold 741 IBM shares in Q4 2025, an estimated $209K.
Genesis Private Wealth first reported a position in IBM in Q3 2025 and held it in 1 quarter.
Genesis Private Wealth's IBM position peaked at $209K in Q3 2025.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Genesis Private Wealth's 13F filing for Q4 2025, filed 8 Jan 2026.