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Gries Financial’s IBM IBM Stock Holding History

Gries Financial’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 		$1.09M Buy
3,875
+349
+10% +$91.4K 0.17% 129
2025
Q2 		$1.04M Buy
3,526
+259
+8% +$66.7K 0.19% 120
2025
Q1 		$812K Sell
3,267
-523
-14% -$128K 0.16% 127
2024
Q4 		$833K Sell
3,790
-55
-1% -$12.2K 0.15% 134
2024
Q3 		$850K Buy
3,845
+483
+14% +$94.7K 0.16% 137
2024
Q2 		$581K Sell
3,362
-17,287
-84% -$3M 0.12% 138
2024
Q1 		$3.94M Sell
20,649
-42
-0.2% -$7.66K 0.66% 31
2023
Q4 		$3.38M Buy
20,691
+336
+2% +$50.8K 0.74% 22
2023
Q3 		$2.86M Sell
20,355
-960
-5% -$137K 0.77% 26
2023
Q2 		$2.85M Buy
21,315
+114
+0.5% +$14.7K 0.79% 24
2023
Q1 		$2.78M Sell
21,201
-2,188
-9% -$293K 0.82% 26
2022
Q4 		$3.29M Buy
23,389
+6,838
+41% +$943K 1.09% 19
2022
Q3 		$1.97M Buy
16,551
+571
+4% +$74.9K 0.83% 27
2022
Q2 		$2.26M Buy
15,980
+145
+0.9% +$19.6K 1.07% 23
2022
Q1 		$2.06M Buy
15,835
+4,392
+38% +$573K 0.76% 34
2021
Q4 		$1.53M Buy
11,443
+7,910
+224% +$992K 0.62% 41
2021
Q3 		$469K Buy
3,533
+745
+27% +$99.6K 0.15% 111
2021
Q2 		$380K Hold
2,788
– – 0.12% 121
2021
Q1 		$384K Buy
+2,788
New +$334K 0.12% 126

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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