Inlight Wealth Management’s IBM IBM Stock Holding History

Inlight 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	–	Sell	-1	Closed	-$295	–	253
2025 Q2	$295	Sell	1 -1	-50%	-$258	﹤0.01%	242
2025 Q1	$497	Buy	+2	New	+$489	﹤0.01%	265

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Inlight Wealth Management sold out of IBM (IBM) in Q3 2025, closing a stake of 1 share — an estimated $295 sold.

Inlight Wealth Management first reported a position in IBM in Q1 2025 and held it in 2 quarters. The position peaked at $497 in Q1 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Inlight Wealth Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Inlight Wealth Management sold 1 IBM share in Q3 2025, an estimated $295.
Inlight Wealth Management first reported a position in IBM in Q1 2025 and held it in 2 quarters.
Inlight Wealth Management's IBM position peaked at $497 in Q1 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Inlight Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.