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Grey Fox Wealth Advisors’s IBM IBM Stock Holding History

Grey Fox 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
Q4 		– Sell
-244
Closed -$68.8K – 349
2025
Q3 		$68.8K Buy
+244
New +$63.9K 0.01% 227
2023
Q2 		– Sell
-337
Closed -$44.2K – 285
2023
Q1 		$44.2K Buy
337
+275
+444% +$36.8K 0.03% 197
2022
Q4 		$8.73K Buy
+62
New +$8.55K 0.01% 292

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 $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Grey Fox Wealth Advisors's IBM Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of IBM (IBM) in Q4 2025, closing a stake of 244 shares — an estimated $68.8K sold.

Grey Fox Wealth Advisors first reported a position in IBM in Q4 2022 and held it in 3 quarters. The position peaked at $68.8K in Q3 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 244 IBM shares in Q4 2025, an estimated $68.8K.
  • Grey Fox Wealth Advisors first reported a position in IBM in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's IBM position peaked at $68.8K in Q3 2025.
  • 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.