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Greenberg Financial Group’s IBM IBM Stock Holding History

Greenberg Financial 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 		$560K Buy
+1,889
New +$566K 0.23% 58
2025
Q2 		$1.48M Buy
5,265
+38
+0.7% +$9.79K 0.55% 34
2025
Q1 		$1.27M Buy
+5,227
New +$1.28M 0.52% 37

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Greenberg Financial Group's IBM Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in IBM (IBM) in Q4 2025: 1,889 shares worth $560K. The stake represents 0.23% of the portfolio and ranks #58 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in IBM as recently as Q2 2025.

Greenberg Financial Group first reported a position in IBM in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q2 2025. 3,690 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Greenberg Financial Group held 1,889 shares of IBM worth $560K as of Q4 2025.
  • IBM was a new Greenberg Financial Group position in Q4 2025.
  • IBM made up 0.23% of Greenberg Financial Group's portfolio in Q4 2025, its #58 holding.
  • Greenberg Financial Group first reported a position in IBM in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's IBM position peaked at $1.48M in Q2 2025.
  • 3,690 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.