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GPS Wealth Strategies Group’s IBM IBM Stock Holding History

GPS Wealth Strategies Group’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 		$73.5K Sell
248
-1,611
-87% -$482K 0.06% 178
2025
Q3 		$525K Sell
1,859
-125
-6% -$32.7K 0.06% 185
2025
Q2 		$585K Sell
1,984
-11
-0.6% -$2.83K 0.07% 166
2025
Q1 		$496K Sell
1,995
-794
-28% -$194K 0.07% 172
2024
Q4 		$613K Sell
2,789
-2,147
-43% -$478K 0.08% 150
2024
Q3 		$1.09M Sell
4,936
-2,971
-38% -$583K 0.15% 101
2024
Q2 		$1.37M Sell
7,907
-616
-7% -$107K 0.21% 82
2024
Q1 		$1.63M Buy
8,523
+7,480
+717% +$1.36M 0.26% 76
2023
Q4 		$171K Buy
1,043
+126
+14% +$19K 0.03% 268
2023
Q3 		$129K Sell
917
-30
-3% -$4.27K 0.02% 312
2023
Q2 		$127K Sell
947
-79
-8% -$10.2K 0.02% 317
2023
Q1 		$135K Buy
+1,026
New +$137K 0.03% 294
2022
Q4 		– Sell
-843
Closed -$100K – 565
2022
Q3 		$100K Buy
843
+41
+5% +$5.38K 0.03% 306
2022
Q2 		$113K Hold
802
– – 0.03% 292
2022
Q1 		$104K Buy
802
+13
+2% +$1.7K 0.02% 300
2021
Q4 		$105K Sell
789
-78
-9% -$9.78K 0.02% 291
2021
Q3 		$115K Hold
867
– – 0.03% 261
2021
Q2 		$122K Sell
867
-762
-47% -$104K 0.03% 269
2021
Q1 		$207K Sell
1,629
-994
-38% -$119K 0.06% 185
2020
Q4 		$316K Buy
2,623
+4
+0.2% +$462 0.11% 127
2020
Q3 		$305K Buy
+2,619
New +$308K 0.12% 113

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GPS Wealth Strategies Group's IBM Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its IBM (IBM) stake by 87% in Q4 2025, selling an estimated $482K and leaving 248 shares worth $73.5K. The position accounts for 0.06% of the portfolio, ranked #178.

GPS Wealth Strategies Group first reported a position in IBM in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.63M in Q1 2024. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • GPS Wealth Strategies Group held 248 shares of IBM worth $73.5K as of Q4 2025.
  • GPS Wealth Strategies Group sold 1,611 IBM shares in Q4 2025, an estimated $482K.
  • IBM made up 0.06% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #178 holding.
  • GPS Wealth Strategies Group first reported a position in IBM in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's IBM position peaked at $1.63M in Q1 2024.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.