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Laidlaw Wealth Management’s IBM IBM Stock Holding History

Laidlaw 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
Q1 		– Sell
-3,539
Closed -$778K – 97
2024
Q4 		$778K Buy
3,539
+93
+3% +$20.7K 0.34% 73
2024
Q3 		$762K Sell
3,446
-239
-6% -$46.9K 0.38% 75
2024
Q2 		$637K Sell
3,685
-104
-3% -$18.1K 0.35% 78
2024
Q1 		$724K Sell
3,789
-2,754
-42% -$502K 0.4% 71
2023
Q4 		$1.07M Buy
6,543
+437
+7% +$66K 0.39% 77
2023
Q3 		$857K Sell
6,106
-1,676
-22% -$238K 0.28% 91
2023
Q2 		$1.04M Sell
7,782
-81
-1% -$10.5K 0.2% 119
2023
Q1 		$1.03M Sell
7,863
-69
-0.9% -$9.23K 0.21% 120
2022
Q4 		$1.12M Sell
7,932
-1,009
-11% -$139K 0.24% 112
2022
Q3 		$1.06M Sell
8,941
-775
-8% -$102K 0.25% 109
2022
Q2 		$1.37M Buy
9,716
+215
+2% +$29K 0.28% 101
2022
Q1 		$1.24M Buy
9,501
+20
+0.2% +$2.61K 0.21% 120
2021
Q4 		$1.27M Buy
+9,481
New +$1.19M 0.2% 126
2021
Q1 		– Sell
-17,570
Closed -$2.11M – 279
2020
Q4 		$2.11M Buy
17,570
+1,451
+9% +$168K 0.45% 61
2020
Q3 		$1.88M Buy
16,119
+538
+3% +$63.3K 0.83% 32
2020
Q2 		$1.8M Buy
15,581
+1,295
+9% +$150K 0.94% 29
2020
Q1 		$1.51M Buy
14,286
+1,072
+8% +$136K 0.99% 30
2019
Q4 		$1.69M Buy
+13,214
New +$1.72M 1.07% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Laidlaw Wealth Management's IBM Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of IBM (IBM) in Q1 2025, closing a stake of 3,539 shares — an estimated $778K sold.

Laidlaw Wealth Management first reported a position in IBM in Q4 2019 and held it in 18 quarters. The position peaked at $2.11M in Q4 2020. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,539 IBM shares in Q1 2025, an estimated $778K.
  • Laidlaw Wealth Management first reported a position in IBM in Q4 2019 and held it in 18 quarters.
  • Laidlaw Wealth Management's IBM position peaked at $2.11M in Q4 2020.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.