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MorganRosel Wealth Management’s IBM IBM Stock Holding History

MorganRosel 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 		– Sell
-525
Closed -$155K – 217
2025
Q2 		$155K Hold
525
– – 0.04% 118
2025
Q1 		$131K Buy
+525
New +$128K 0.04% 117

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

MorganRosel Wealth Management's IBM Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of IBM (IBM) in Q3 2025, closing a stake of 525 shares — an estimated $155K sold.

MorganRosel Wealth Management first reported a position in IBM in Q1 2025 and held it in 2 quarters. The position peaked at $155K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 525 IBM shares in Q3 2025, an estimated $155K.
  • MorganRosel Wealth Management first reported a position in IBM in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's IBM position peaked at $155K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.