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IAM Advisory’s IBM IBM Stock Holding History

IAM Advisory’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 		– Sell
-1,090
Closed -$321K – 104
2025
Q2 		$321K Buy
1,090
+7
+0.6% +$1.8K 0.08% 78
2025
Q1 		$269K Buy
1,083
+7
+0.7% +$1.71K 0.07% 88
2024
Q4 		$237K Buy
1,076
+7
+0.7% +$1.56K 0.06% 95
2024
Q3 		$236K Buy
+1,069
New +$210K 0.06% 95
2024
Q2 		– Sell
-1,099
Closed -$210K – 111
2024
Q1 		$210K Buy
+1,099
New +$200K 0.06% 97
2023
Q1 		– Sell
-1,511
Closed -$213K – 95
2022
Q4 		$213K Sell
1,511
-215
-12% -$29.7K 0.08% 81
2022
Q3 		$205K Buy
+1,726
New +$227K 0.09% 75

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

IAM Advisory's IBM Position: Q3 2025 in Review

IAM Advisory sold out of IBM (IBM) in Q3 2025, closing a stake of 1,090 shares — an estimated $321K sold.

IAM Advisory first reported a position in IBM in Q3 2022 and held it in 7 quarters. The position peaked at $321K in Q2 2025. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • IAM Advisory reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • IAM Advisory sold 1,090 IBM shares in Q3 2025, an estimated $321K.
  • IAM Advisory first reported a position in IBM in Q3 2022 and held it in 7 quarters.
  • IAM Advisory's IBM position peaked at $321K in Q2 2025.
  • 3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on IAM Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.