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Marcum Wealth’s IBM IBM Stock Holding History

Marcum Wealth’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 		$2.26M Sell
9,091
-1,036
-10% -$253K 0.2% 56
2024
Q4 		$2.23M Buy
10,127
+52
+0.5% +$11.6K 0.19% 56
2024
Q3 		$2.23M Buy
10,075
+1,062
+12% +$208K 0.21% 52
2024
Q2 		$1.56M Buy
9,013
+72
+0.8% +$12.5K 0.16% 69
2024
Q1 		$1.71M Buy
8,941
+2,482
+38% +$453K 0.17% 64
2023
Q4 		$1.06M Buy
6,459
+1,041
+19% +$157K 0.11% 92
2023
Q3 		$760K Buy
5,418
+13
+0.2% +$1.85K 0.09% 115
2023
Q2 		$723K Sell
5,405
-266
-5% -$34.3K 0.08% 126
2023
Q1 		$743K Buy
5,671
+136
+2% +$18.2K 0.09% 128
2022
Q4 		$780K Sell
5,535
-353
-6% -$48.7K 0.1% 117
2022
Q3 		$700K Buy
5,888
+864
+17% +$113K 0.11% 121
2022
Q2 		$709K Buy
5,024
+345
+7% +$46.6K 0.11% 118
2022
Q1 		$608K Sell
4,679
-1,737
-27% -$227K 0.08% 135
2021
Q4 		$858K Sell
6,416
-830
-11% -$104K 0.12% 116
2021
Q3 		$962K Buy
7,246
+243
+3% +$32.5K 0.15% 96
2021
Q2 		$981K Sell
7,003
-1,274
-15% -$174K 0.16% 97
2021
Q1 		$1.05M Buy
8,277
+4,374
+112% +$523K 0.17% 84
2020
Q4 		$470K Buy
3,903
+834
+27% +$96.4K 0.11% 68
2020
Q3 		$357K Sell
3,069
-476
-13% -$56K 0.11% 69
2020
Q2 		$409K Buy
+3,545
New +$412K 0.13% 64

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

Marcum Wealth's IBM Position: Q1 2025 in Review

Marcum Wealth reduced its IBM (IBM) stake by 10% in Q1 2025, selling an estimated $253K and leaving 9,091 shares worth $2.26M. The position accounts for 0.2% of the portfolio, ranked #56.

Marcum Wealth first reported a position in IBM in Q2 2020 and has held it in 20 quarters since. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Marcum Wealth held 9,091 shares of IBM worth $2.26M as of Q1 2025.
  • Marcum Wealth sold 1,036 IBM shares in Q1 2025, an estimated $253K.
  • IBM made up 0.2% of Marcum Wealth's portfolio in Q1 2025, its #56 holding.
  • Marcum Wealth first reported a position in IBM in Q2 2020 and has held it in 20 quarters since.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.