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GGM Wealth Advisors’s IBM IBM Stock Holding History

GGM 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
Q1 		$1.14M Sell
4,839
-55
-1% -$13.5K 0.63% 43
2024
Q4 		$1.08M Buy
4,894
+7
+0.1% +$1.56K 0.56% 45
2024
Q3 		$1.08M Buy
4,887
+15
+0.3% +$2.94K 0.47% 47
2024
Q2 		$843K Buy
4,872
+20
+0.4% +$3.48K 0.39% 56
2024
Q1 		$919K Buy
4,852
+167
+4% +$30.5K 0.43% 50
2023
Q4 		$881K Buy
4,685
+20
+0.4% +$3.02K 0.36% 53
2023
Q3 		$654K Buy
4,665
+22
+0.5% +$3.13K 0.28% 64
2023
Q2 		$624K Buy
+4,643
New +$599K 0.25% 71
2023
Q1 		– Sell
-4,595
Closed -$657K – 91
2022
Q4 		$657K Sell
4,595
-109
-2% -$15K 0.34% 61
2022
Q3 		$625K Buy
4,704
+42
+0.9% +$5.51K 0.34% 60
2022
Q2 		$648K Buy
4,662
+22
+0.5% +$2.97K 0.36% 57
2022
Q1 		$596K Buy
4,640
+471
+11% +$61.4K 0.3% 67
2021
Q4 		$556K Sell
4,169
-167
-4% -$20.9K 0.44% 47
2021
Q3 		$529K Sell
4,336
-506
-10% -$67.6K 0.42% 46
2021
Q2 		$644K Buy
4,842
+234
+5% +$32K 0.55% 38
2021
Q1 		$625K Buy
4,608
+442
+11% +$52.9K 0.5% 39
2020
Q4 		$507K Buy
+4,166
New +$481K 0.5% 35

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

GGM Wealth Advisors's IBM Position: Q1 2025 in Review

GGM Wealth Advisors reduced its IBM (IBM) stake by 1.1% in Q1 2025, selling an estimated $13.5K and leaving 4,839 shares worth $1.14M. The position accounts for 0.63% of the portfolio, ranked #43.

GGM Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 17 quarters since. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • GGM Wealth Advisors held 4,839 shares of IBM worth $1.14M as of Q1 2025.
  • GGM Wealth Advisors sold 55 IBM shares in Q1 2025, an estimated $13.5K.
  • IBM made up 0.63% of GGM Wealth Advisors's portfolio in Q1 2025, its #43 holding.
  • GGM Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 17 quarters since.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.