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McClarren Financial Advisors’s IBM IBM Stock Holding History

McClarren Financial 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
Q2 		– Sell
-842
Closed -$107K – 176
2025
Q1 		$107K Buy
+842
New +$206K 0.07% 97
2024
Q4 		– Sell
-564
Closed -$43K – 251
2024
Q3 		$43K Buy
564
+219
+63% +$42.9K 0.01% 126
2024
Q2 		$58K Buy
345
+8
+2% +$1.39K 0.04% 137
2024
Q1 		$65K Buy
337
+3
+0.9% +$547 0.05% 126
2023
Q4 		$55K Buy
334
+4
+1% +$604 0.04% 150
2023
Q3 		$46K Hold
330
– – 0.04% 151
2023
Q2 		$44K Sell
330
-3
-0.9% -$387 0.04% 160
2023
Q1 		$43K Buy
333
+3
+0.9% +$401 0.04% 153
2022
Q4 		$46K Buy
330
+4
+1% +$552 0.04% 156
2022
Q3 		$38K Buy
+326
New +$42.8K 0.04% 159
2022
Q2 		– Sell
-341
Closed -$44K – 127
2022
Q1 		$44K Buy
341
+3
+0.9% +$391 0.03% 134
2021
Q4 		$45K Sell
338
-132
-28% -$16.6K 0.03% 149
2021
Q3 		$62K Buy
470
+6
+1% +$802 0.05% 102
2021
Q2 		$65K Buy
464
+127
+38% +$17.4K 0.05% 102
2021
Q1 		$43K Sell
337
-55
-14% -$6.58K 0.04% 115
2020
Q4 		$46K Buy
+392
New +$45.3K 0.04% 102

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

McClarren Financial Advisors's IBM Position: Q2 2025 in Review

McClarren Financial Advisors sold out of IBM (IBM) in Q2 2025, closing a stake of 842 shares — an estimated $107K sold.

McClarren Financial Advisors first reported a position in IBM in Q4 2020 and held it in 16 quarters. The position peaked at $107K in Q1 2025. 3,412 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • McClarren Financial Advisors reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 842 IBM shares in Q2 2025, an estimated $107K.
  • McClarren Financial Advisors first reported a position in IBM in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's IBM position peaked at $107K in Q1 2025.
  • 3,412 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.