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Independent Wealth Network’s IBM IBM Stock Holding History

Independent Wealth Network’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
-721
Closed -$203K – 299
2025
Q3 		$203K Buy
+721
New +$189K 0.07% 267
2025
Q1 		– Sell
-1,337
Closed -$294K – 250
2024
Q4 		$294K Buy
1,337
+244
+22% +$54.3K 0.12% 175
2024
Q3 		$242K Buy
+1,093
New +$214K 0.11% 190

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Independent Wealth Network's IBM Position: Q4 2025 in Review

Independent Wealth Network sold out of IBM (IBM) in Q4 2025, closing a stake of 721 shares — an estimated $203K sold.

Independent Wealth Network first reported a position in IBM in Q3 2024 and held it in 3 quarters. The position peaked at $294K in Q4 2024. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Independent Wealth Network reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Independent Wealth Network sold 721 IBM shares in Q4 2025, an estimated $203K.
  • Independent Wealth Network first reported a position in IBM in Q3 2024 and held it in 3 quarters.
  • Independent Wealth Network's IBM position peaked at $294K in Q4 2024.
  • 3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Independent Wealth Network's 13F filing for Q4 2025, filed 26 Jan 2026.