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Hemington Wealth Management’s IBM IBM Stock Holding History

Hemington Wealth Management’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 		$760K Buy
2,697
+79
+3% +$20.7K 0.1% 62
2025
Q2 		$771K Buy
2,618
+134
+5% +$34.5K 0.11% 63
2025
Q1 		$617K Buy
2,484
+168
+7% +$41.1K 0.1% 66
2024
Q4 		$509K Buy
2,316
+163
+8% +$36.3K 0.13% 72
2024
Q3 		$445K Sell
2,153
-97
-4% -$19K 0.12% 78
2024
Q2 		$389K Buy
2,250
+70
+3% +$12.2K 0.13% 82
2024
Q1 		$417K Sell
2,180
-617
-22% -$113K 0.15% 83
2023
Q4 		$457K Buy
2,797
+635
+29% +$96K 0.18% 68
2023
Q3 		$303K Sell
2,162
-18
-0.8% -$2.56K 0.14% 75
2023
Q2 		$291K Sell
2,180
-283
-11% -$36.5K 0.12% 83
2023
Q1 		$322K Hold
2,463
– – 0.13% 78
2022
Q4 		$347K Buy
2,463
+235
+11% +$32.4K 0.15% 68
2022
Q3 		$265K Sell
2,228
-209
-9% -$27.4K 0.12% 77
2022
Q2 		$344K Buy
2,437
+48
+2% +$6.48K 0.14% 73
2022
Q1 		$311K Buy
2,389
+564
+31% +$73.6K 0.1% 86
2021
Q4 		$230K Sell
1,825
-846
-32% -$106K 0.11% 79
2021
Q3 		$355K Hold
2,671
– – 0.13% 70
2021
Q2 		$374K Buy
2,671
+104
+4% +$14.2K 0.16% 65
2021
Q1 		$327K Buy
2,567
+658
+34% +$78.7K 0.14% 70
2020
Q4 		$230K Buy
+1,909
New +$221K 0.11% 79

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

Hemington Wealth Management's IBM Position: Q3 2025 in Review

Hemington Wealth Management increased its IBM (IBM) stake by 3% in Q3 2025, buying an estimated $20.7K and bringing the position to 2,697 shares worth $760K. The position accounts for 0.1% of the portfolio, ranked #62.

Hemington Wealth Management first reported a position in IBM in Q4 2020 and has held it in 20 quarters since. The position peaked at $771K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Hemington Wealth Management held 2,697 shares of IBM worth $760K as of Q3 2025.
  • Hemington Wealth Management bought 79 IBM shares in Q3 2025, an estimated $20.7K.
  • IBM made up 0.1% of Hemington Wealth Management's portfolio in Q3 2025, its #62 holding.
  • Hemington Wealth Management first reported a position in IBM in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's IBM position peaked at $771K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.