Masso Torrence Wealth Management’s IBM IBM Stock Holding History

Masso Torrence 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 Q3	$319K	Buy	1,132 +144	+15%	+$37.7K	0.13%	83
2025 Q2	$291K	Sell	988 -24	-2%	-$6.18K	0.13%	84
2025 Q1	$252K	Buy	1,012 +2	+0.2%	+$489	0.13%	85
2024 Q4	$222K	Buy	1,010 +42	+4%	+$9.35K	0.12%	87
2024 Q3	$214K	Buy	+968	New	+$190K	0.12%	87
2022 Q4	–	Sell	-2,087	Closed	-$248K	–	98
2022 Q3	$248K	Buy	2,087 +3	+0.1%	+$394	0.22%	69
2022 Q2	$294K	Buy	2,084 +3	+0.1%	+$405	0.26%	63
2022 Q1	$271K	Sell	2,081 -322	-13%	-$42K	0.22%	68
2021 Q4	$321K	Buy	+2,403	New	+$301K	0.22%	70

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

Masso Torrence Wealth Management's IBM Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its IBM (IBM) stake by 15% in Q3 2025, buying an estimated $37.7K and bringing the position to 1,132 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #83.

Masso Torrence Wealth Management first reported a position in IBM in Q4 2021 and has held it in 9 quarters since. The position peaked at $321K in Q4 2021. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Masso Torrence Wealth Management held 1,132 shares of IBM worth $319K as of Q3 2025.
Masso Torrence Wealth Management bought 144 IBM shares in Q3 2025, an estimated $37.7K.
IBM made up 0.13% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #83 holding.
Masso Torrence Wealth Management first reported a position in IBM in Q4 2021 and has held it in 9 quarters since.
Masso Torrence Wealth Management's IBM position peaked at $321K in Q4 2021.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.