Lutz Financial Services’s IBM IBM Stock Holding History

Lutz Financial Services’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	–	Sell	-714	Closed	-$210K	–	98
2025 Q2	$210K	Buy	+714	New	+$184K	0.02%	97

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

Lutz Financial Services's IBM Position: Q3 2025 in Review

Lutz Financial Services sold out of IBM (IBM) in Q3 2025, closing a stake of 714 shares — an estimated $210K sold.

Lutz Financial Services first reported a position in IBM in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Lutz Financial Services reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Lutz Financial Services sold 714 IBM shares in Q3 2025, an estimated $210K.
Lutz Financial Services first reported a position in IBM in Q2 2025 and held it in 1 quarter.
Lutz Financial Services's IBM position peaked at $210K in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Lutz Financial Services's 13F filing for Q3 2025, filed 10 Nov 2025.