IronOak Wealth’s IBM IBM Stock Holding History

IronOak Wealth’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	$407K	Buy	+1,382	New	+$356K	0.4%	59
2024 Q4	$235K	Buy	+1,068	New	+$238K	0.26%	61

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

IronOak Wealth's IBM Position: Q2 2025 in Review

IronOak Wealth opened a new position in IBM (IBM) in Q2 2025: 1,382 shares worth $407K. The stake represents 0.4% of the portfolio and ranks #59 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in IBM as recently as Q4 2024.

IronOak Wealth first reported a position in IBM in Q4 2024 and has held it in 2 quarters since. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

IronOak Wealth held 1,382 shares of IBM worth $407K as of Q2 2025.
IBM was a new IronOak Wealth position in Q2 2025.
IBM made up 0.4% of IronOak Wealth's portfolio in Q2 2025, its #59 holding.
IronOak Wealth first reported a position in IBM in Q4 2024 and has held it in 2 quarters since.
3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.