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Iron Horse Wealth Management’s IBM IBM Stock Holding History

Iron Horse 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
Q2 		$278K Hold
942
– – 0.08% 43
2025
Q1 		$234K Buy
942
+2
+0.2% +$489 0.08% 48
2024
Q4 		$207K Sell
940
-30
-3% -$6.68K 0.07% 51
2024
Q3 		$214K Hold
970
– – 0.07% 48
2024
Q2 		$168K Buy
970
+300
+45% +$52.1K 0.06% 49
2024
Q1 		$128K Hold
670
– – 0.05% 52
2023
Q4 		$110K Sell
670
-200
-23% -$30.2K 0.05% 55
2023
Q3 		$122K Buy
870
+70
+9% +$9.96K 0.06% 45
2023
Q2 		$107K Hold
800
– – 0.05% 49
2023
Q1 		$105K Sell
800
-88
-10% -$11.8K 0.05% 49
2022
Q4 		$125K Buy
888
+588
+196% +$81.1K 0.07% 47
2022
Q3 		$36K Sell
300
-601
-67% -$78.9K 0.05% 47
2022
Q2 		$127K Buy
901
+13
+1% +$1.75K 0.07% 43
2022
Q1 		$115K Buy
888
+7
+0.8% +$913 0.06% 54
2021
Q4 		$118K Buy
881
+253
+40% +$31.7K 0.07% 55
2021
Q3 		$83K Buy
628
+314
+100% +$42K 0.05% 57
2021
Q2 		$44K Hold
314
– – 0.03% 70
2021
Q1 		$40K Hold
314
– – 0.03% 68
2020
Q4 		$38K Buy
+314
New +$36.3K 0.03% 70

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Iron Horse Wealth Management's IBM Position: Q2 2025 in Review

Iron Horse Wealth Management held its IBM (IBM) position steady in Q2 2025 at 942 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #43.

Iron Horse Wealth Management first reported a position in IBM in Q4 2020 and has held it in 19 quarters since. 3,412 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Iron Horse Wealth Management held 942 shares of IBM worth $278K as of Q2 2025.
  • Iron Horse Wealth Management left its IBM share count unchanged in Q2 2025.
  • IBM made up 0.08% of Iron Horse Wealth Management's portfolio in Q2 2025, its #43 holding.
  • Iron Horse Wealth Management first reported a position in IBM in Q4 2020 and has held it in 19 quarters since.
  • 3,412 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.