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Napa Wealth Management’s IBM IBM Stock Holding History

Napa 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 		$203K Sell
719
-4,422
-86% -$1.16M 0.1% 143
2025
Q2 		$1.52M Buy
+5,141
New +$1.32M 0.72% 41
2025
Q1 		– Sell
-5,107
Closed -$1.12M – 184
2024
Q4 		$1.12M Buy
+5,107
New +$1.14M 0.49% 51
2024
Q1 		– Sell
-17,071
Closed -$2.79M – 85
2023
Q4 		$2.79M Buy
+17,071
New +$2.58M 1.52% 12

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

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

Napa Wealth Management reduced its IBM (IBM) stake by 86% in Q3 2025, selling an estimated $1.16M and leaving 719 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #143.

Napa Wealth Management first reported a position in IBM in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.79M in Q4 2023. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Napa Wealth Management held 719 shares of IBM worth $203K as of Q3 2025.
  • Napa Wealth Management sold 4,422 IBM shares in Q3 2025, an estimated $1.16M.
  • IBM made up 0.1% of Napa Wealth Management's portfolio in Q3 2025, its #143 holding.
  • Napa Wealth Management first reported a position in IBM in Q4 2023 and has held it in 4 quarters since.
  • Napa Wealth Management's IBM position peaked at $2.79M in Q4 2023.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.