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Long Run Wealth Advisors’s IBM IBM Stock Holding History

Long Run Wealth Advisors’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 		$1.97M Sell
6,666
-33
-0.5% -$9.88K 0.37% 48
2025
Q3 		$1.89M Buy
6,699
+667
+11% +$175K 0.37% 47
2025
Q2 		$1.78M Sell
6,032
-591
-9% -$152K 0.37% 47
2025
Q1 		$1.65M Buy
6,623
+410
+7% +$100K 0.37% 47
2024
Q4 		$1.37M Sell
6,213
-362
-6% -$80.6K 0.33% 53
2024
Q3 		$1.45M Sell
6,575
-1,200
-15% -$235K 0.34% 50
2024
Q2 		$1.34M Sell
7,775
-103
-1% -$17.9K 0.34% 55
2024
Q1 		$1.5M Buy
7,878
+1
+0% +$182 0.4% 50
2023
Q4 		$1.29M Sell
7,877
-711
-8% -$107K 0.37% 50
2023
Q3 		$1.2M Sell
8,588
-223
-3% -$31.7K 0.39% 49
2023
Q2 		$1.18M Sell
8,811
-1,546
-15% -$200K 0.38% 52
2023
Q1 		$1.36M Buy
10,357
+72
+0.7% +$9.63K 0.46% 53
2022
Q4 		$1.45M Buy
10,285
+318
+3% +$43.9K 0.52% 48
2022
Q3 		$1.18M Buy
9,967
+1,482
+17% +$194K 0.47% 48
2022
Q2 		$1.2M Sell
8,485
-654
-7% -$88.3K 0.46% 49
2022
Q1 		$1.19M Buy
9,139
+570
+7% +$74.3K 0.42% 51
2021
Q4 		$1.14M Buy
+8,569
New +$1.07M 0.4% 55

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Long Run Wealth Advisors's IBM Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its IBM (IBM) stake by 0.49% in Q4 2025, selling an estimated $9.88K and leaving 6,666 shares worth $1.97M. The position accounts for 0.37% of the portfolio, ranked #48.

Long Run Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Long Run Wealth Advisors held 6,666 shares of IBM worth $1.97M as of Q4 2025.
  • Long Run Wealth Advisors sold 33 IBM shares in Q4 2025, an estimated $9.88K.
  • IBM made up 0.37% of Long Run Wealth Advisors's portfolio in Q4 2025, its #48 holding.
  • Long Run Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.