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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return