Helium Advisors’s IBM IBM Stock Holding History

Helium 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	-945	Closed	-$267K	–	86
2025 Q3	$267K	Sell	945 -94	-9%	-$24.6K	0.22%	69
2025 Q2	$306K	Buy	1,039 +2	+0.2%	+$515	0.19%	78
2025 Q1	$258K	Buy	1,037 +1	+0.1%	+$245	0.19%	78
2024 Q4	$228K	Buy	+1,036	New	+$231K	0.18%	87

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Helium Advisors's IBM Position: Q4 2025 in Review

Helium Advisors sold out of IBM (IBM) in Q4 2025, closing a stake of 945 shares — an estimated $267K sold.

Helium Advisors first reported a position in IBM in Q4 2024 and held it in 4 quarters. The position peaked at $306K in Q2 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Helium Advisors reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Helium Advisors sold 945 IBM shares in Q4 2025, an estimated $267K.
Helium Advisors first reported a position in IBM in Q4 2024 and held it in 4 quarters.
Helium Advisors's IBM position peaked at $306K in Q2 2025.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

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