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	-$43	–	251
2024 Q3	$43	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return