Litman Gregory Wealth Management’s IBM IBM Stock Holding History

Litman Gregory 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 Q4	$362K	Hold	1,222	–	–	0.03%	113
2025 Q3	$345K	Hold	1,222	–	–	0.03%	116
2025 Q2	$360K	Sell	1,222 -45	-4%	-$11.6K	0.03%	109
2025 Q1	$315K	Hold	1,267	–	–	0.03%	112
2024 Q4	$279K	Sell	1,267 -530	-29%	-$118K	0.02%	113
2024 Q3	$397K	Buy	+1,797	New	+$352K	0.03%	102
2021 Q2	–	Sell	-52	Closed	-$7K	–	117
2021 Q1	$7K	Hold	52	–	–	﹤0.01%	156
2020 Q4	$6K	Hold	52	–	–	﹤0.01%	159
2020 Q3	$6K	Hold	52	–	–	﹤0.01%	169
2020 Q2	$6K	Hold	52	–	–	﹤0.01%	143
2020 Q1	$6K	Hold	52	–	–	﹤0.01%	136
2019 Q4	$7K	Hold	52	–	–	﹤0.01%	159
2019 Q3	$7K	Hold	52	–	–	﹤0.01%	145
2019 Q2	$7K	Hold	52	–	–	﹤0.01%	160
2019 Q1	$7K	Hold	52	–	–	﹤0.01%	112
2018 Q4	$6K	Hold	52	–	–	﹤0.01%	124
2018 Q3	$8K	Hold	52	–	–	﹤0.01%	95
2018 Q2	$7K	Hold	52	–	–	﹤0.01%	81
2018 Q1	$8K	Sell	52 -523	-91%	-$79.1K	﹤0.01%	141
2017 Q4	$84K	Hold	575	–	–	0.03%	42
2017 Q3	$80K	Buy	+575	New	+$80.1K	0.04%	43

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Litman Gregory Wealth Management's IBM Position: Q4 2025 in Review

Litman Gregory Wealth Management held its IBM (IBM) position steady in Q4 2025 at 1,222 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #113.

Litman Gregory Wealth Management first reported a position in IBM in Q3 2017 and has held it in 21 quarters since. The position peaked at $397K in Q3 2024. 3,710 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Litman Gregory Wealth Management held 1,222 shares of IBM worth $362K as of Q4 2025.
Litman Gregory Wealth Management left its IBM share count unchanged in Q4 2025.
IBM made up 0.03% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #113 holding.
Litman Gregory Wealth Management first reported a position in IBM in Q3 2017 and has held it in 21 quarters since.
Litman Gregory Wealth Management's IBM position peaked at $397K in Q3 2024.
3,710 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.