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Monument Group Wealth Advisors’s IBM IBM Stock Holding History

Monument Group Wealth 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
Q3 		– Sell
-1,676
Closed -$494K – 51
2025
Q2 		$494K Sell
1,676
-83
-5% -$21.4K 0.31% 20
2025
Q1 		$437K Hold
1,759
– – 0.3% 23
2024
Q4 		$387K Hold
1,759
– – 0.27% 25
2024
Q3 		$389K Sell
1,759
-51
-3% -$10K 0.23% 26
2024
Q2 		$313K Hold
1,810
– – 0.21% 35
2024
Q1 		$346K Buy
+1,810
New +$330K 0.26% 29

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Monument Group Wealth Advisors's IBM Position: Q3 2025 in Review

Monument Group Wealth Advisors sold out of IBM (IBM) in Q3 2025, closing a stake of 1,676 shares — an estimated $494K sold.

Monument Group Wealth Advisors first reported a position in IBM in Q1 2024 and held it in 6 quarters. The position peaked at $494K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Monument Group Wealth Advisors reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Monument Group Wealth Advisors sold 1,676 IBM shares in Q3 2025, an estimated $494K.
  • Monument Group Wealth Advisors first reported a position in IBM in Q1 2024 and held it in 6 quarters.
  • Monument Group Wealth Advisors's IBM position peaked at $494K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.