Lowe Wealth Advisors’s IBM IBM Stock Holding History

Lowe 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 Q3	$277K	Hold	980	–	–	0.1%	53
2025 Q2	$289K	Hold	980	–	–	0.11%	47
2025 Q1	$244K	Hold	980	–	–	0.1%	49
2024 Q4	$215K	Hold	980	–	–	0.09%	51
2024 Q3	$217K	Hold	980	–	–	0.09%	49
2024 Q2	$169K	Hold	980	–	–	0.08%	49
2024 Q1	$187K	Hold	980	–	–	0.09%	52
2023 Q4	$160K	Hold	980	–	–	0.08%	56
2023 Q3	$137K	Hold	980	–	–	0.07%	59
2023 Q2	$131K	Sell	980 -25	-2%	-$3.23K	0.07%	63
2023 Q1	$132K	Sell	1,005 -25	-2%	-$3.35K	0.07%	59
2022 Q4	$145K	Buy	1,030 +50	+5%	+$6.9K	0.08%	54
2022 Q3	$116K	Hold	980	–	–	0.07%	56
2022 Q2	$138K	Buy	980 +947	+2,870%	+$128K	0.08%	52
2022 Q1	$4K	Hold	33	–	–	﹤0.01%	257
2021 Q4	$4K	Sell	33 -2	-6%	-$251	﹤0.01%	239
2021 Q3	$5K	Hold	35	–	–	﹤0.01%	219
2021 Q2	$5K	Hold	35	–	–	﹤0.01%	211
2021 Q1	$4K	Buy	+35	New	+$4.19K	﹤0.01%	216
2015 Q3	–	Sell	-418	Closed	-$65K	–	237
2015 Q2	$65K	Sell	418 -406	-49%	-$65.3K	0.04%	64
2015 Q1	$126K	Hold	824	–	–	0.09%	40
2014 Q4	$126K	Buy	+824	New	+$131K	0.09%	41

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lowe Wealth Advisors's IBM Position: Q3 2025 in Review

Lowe Wealth Advisors held its IBM (IBM) position steady in Q3 2025 at 980 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #53.

Lowe Wealth Advisors first reported a position in IBM in Q4 2014 and has held it in 22 quarters since. The position peaked at $289K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Lowe Wealth Advisors held 980 shares of IBM worth $277K as of Q3 2025.
Lowe Wealth Advisors left its IBM share count unchanged in Q3 2025.
IBM made up 0.1% of Lowe Wealth Advisors's portfolio in Q3 2025, its #53 holding.
Lowe Wealth Advisors first reported a position in IBM in Q4 2014 and has held it in 22 quarters since.
Lowe Wealth Advisors's IBM position peaked at $289K in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.