Hobbs Wealth Management’s IBM IBM Stock Holding History

Hobbs 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 Q4	–	Sell	-868	Closed	-$245K	–	39
2025 Q3	$245K	Buy	868 +103	+13%	+$27K	0.21%	48
2025 Q2	$226K	Sell	765 -209	-21%	-$53.8K	0.22%	47
2025 Q1	$242K	Buy	+974	New	+$238K	0.27%	39

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hobbs Wealth Management's IBM Position: Q4 2025 in Review

Hobbs Wealth Management sold out of IBM (IBM) in Q4 2025, closing a stake of 868 shares — an estimated $245K sold.

Hobbs Wealth Management first reported a position in IBM in Q1 2025 and held it in 3 quarters. The position peaked at $245K in Q3 2025. 3,685 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Hobbs Wealth Management reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Hobbs Wealth Management sold 868 IBM shares in Q4 2025, an estimated $245K.
Hobbs Wealth Management first reported a position in IBM in Q1 2025 and held it in 3 quarters.
Hobbs Wealth Management's IBM position peaked at $245K in Q3 2025.
3,685 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Hobbs Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.