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Guerra Advisors’s IBM IBM Stock Holding History

Guerra 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
Q3 		$13K Buy
+46
New +$12K ﹤0.01% 277

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

Guerra Advisors's IBM Position: Q3 2025 in Review

Guerra Advisors opened a new position in IBM (IBM) in Q3 2025: 46 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings.

3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Guerra Advisors held 46 shares of IBM worth $13K as of Q3 2025.
  • IBM was a new Guerra Advisors position in Q3 2025.
  • IBM made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #277 holding.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.