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Gitterman Wealth Management’s IBM IBM Stock Holding History

Gitterman 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
Q3 		$760K Buy
2,693
+623
+30% +$163K 0.17% 36
2025
Q2 		$610K Sell
2,070
-2,371
-53% -$611K 0.14% 36
2025
Q1 		$1.11M Sell
4,441
-4,313
-49% -$1.05M 0.29% 18
2024
Q4 		$1.92M Buy
8,754
+900
+11% +$200K 0.8% 10
2024
Q3 		$1.74M Sell
7,854
-114
-1% -$22.4K 0.72% 11
2024
Q2 		$1.38M Buy
7,968
+1
+0% +$174 0.53% 12
2024
Q1 		$1.52M Sell
7,967
-63
-0.8% -$11.5K 0.59% 11
2023
Q4 		$1.31M Sell
8,030
-138
-2% -$20.9K 0.59% 12
2023
Q3 		$1.15M Sell
8,168
-133
-2% -$18.9K 0.54% 12
2023
Q2 		$1.11M Sell
8,301
-68
-0.8% -$8.78K 0.52% 13
2023
Q1 		$1.1M Sell
8,369
-2,353
-22% -$315K 0.52% 12
2022
Q4 		$1.51M Sell
10,722
-155
-1% -$21.4K 0.76% 8
2022
Q3 		$1.29M Buy
10,877
+292
+3% +$38.3K 1.33% 9
2022
Q2 		$1.49M Sell
10,585
-254
-2% -$34.3K 1.39% 9
2022
Q1 		$1.42M Sell
10,839
-179
-2% -$23.3K 1.14% 11
2021
Q4 		$1.47M Buy
11,018
+36
+0.3% +$4.51K 1.09% 14
2021
Q3 		$1.46M Buy
10,982
+128
+1% +$17.1K 1.17% 13
2021
Q2 		$1.52M Sell
10,854
-379
-3% -$51.8K 1.23% 13
2021
Q1 		$1.43M Buy
+11,233
New +$1.34M 0.92% 12

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Gitterman Wealth Management's IBM Position: Q3 2025 in Review

Gitterman Wealth Management increased its IBM (IBM) stake by 30% in Q3 2025, buying an estimated $163K and bringing the position to 2,693 shares worth $760K. The position accounts for 0.17% of the portfolio, ranked #36.

Gitterman Wealth Management first reported a position in IBM in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2024. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Gitterman Wealth Management held 2,693 shares of IBM worth $760K as of Q3 2025.
  • Gitterman Wealth Management bought 623 IBM shares in Q3 2025, an estimated $163K.
  • IBM made up 0.17% of Gitterman Wealth Management's portfolio in Q3 2025, its #36 holding.
  • Gitterman Wealth Management first reported a position in IBM in Q1 2021 and has held it in 19 quarters since.
  • Gitterman Wealth Management's IBM position peaked at $1.92M in Q4 2024.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.