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Monterey Private Wealth’s IBM IBM Stock Holding History

Monterey Private 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 		$310K Sell
1,246
-420
-25% -$103K 0.09% 94
2024
Q4 		$366K Buy
1,666
+404
+32% +$90K 0.12% 82
2024
Q3 		$279K Buy
1,262
+35
+3% +$6.86K 0.1% 99
2024
Q2 		$212K Buy
1,227
+9
+0.7% +$1.56K 0.08% 113
2024
Q1 		$233K Buy
+1,218
New +$222K 0.09% 96
2021
Q2 		– Sell
-1,567
Closed -$212K – 99
2021
Q1 		$212K Buy
+1,567
New +$188K 0.12% 90
2020
Q1 		– Sell
-1,831
Closed -$235K – 72
2019
Q4 		$235K Buy
+1,831
New +$238K 0.19% 72

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

Monterey Private Wealth's IBM Position: Q1 2025 in Review

Monterey Private Wealth reduced its IBM (IBM) stake by 25% in Q1 2025, selling an estimated $103K and leaving 1,246 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #94.

Monterey Private Wealth first reported a position in IBM in Q4 2019 and has held it in 7 quarters since. The position peaked at $366K in Q4 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Monterey Private Wealth held 1,246 shares of IBM worth $310K as of Q1 2025.
  • Monterey Private Wealth sold 420 IBM shares in Q1 2025, an estimated $103K.
  • IBM made up 0.09% of Monterey Private Wealth's portfolio in Q1 2025, its #94 holding.
  • Monterey Private Wealth first reported a position in IBM in Q4 2019 and has held it in 7 quarters since.
  • Monterey Private Wealth's IBM position peaked at $366K in Q4 2024.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.