IWA
IBM icon

Icon Wealth Advisors’s IBM IBM Stock Holding History

Icon Wealth 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
Q1 		– Sell
-1,378
Closed -$303K – 505
2024
Q4 		$303K Buy
+1,378
New +$307K 0.02% 297
2024
Q2 		– Sell
-936
Closed -$179K – 466
2024
Q1 		$179K Sell
936
-2,407
-72% -$439K 0.02% 356
2023
Q4 		$547K Buy
+3,343
New +$505K 0.06% 176
2022
Q4 		$1.66M Buy
11,805
+41
+0.3% +$5.66K 0.19% 107
2022
Q3 		$1.4M Buy
+11,764
New +$1.54M 0.17% 108

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Icon Wealth Advisors's IBM Position: Q1 2025 in Review

Icon Wealth Advisors sold out of IBM (IBM) in Q1 2025, closing a stake of 1,378 shares — an estimated $303K sold.

Icon Wealth Advisors first reported a position in IBM in Q3 2022 and held it in 5 quarters. The position peaked at $1.66M in Q4 2022. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Icon Wealth Advisors reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,378 IBM shares in Q1 2025, an estimated $303K.
  • Icon Wealth Advisors first reported a position in IBM in Q3 2022 and held it in 5 quarters.
  • Icon Wealth Advisors's IBM position peaked at $1.66M in Q4 2022.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.