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Innovative Advisory Group, LLC’s IBM IBM Stock Holding History

Innovative Advisory Group, LLC’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
Closed -$366 – 261
2025
Q2 		$366 Hold
1
– – ﹤0.01% 229
2025
Q1 		$307 Hold
1
– – ﹤0.01% 215
2024
Q4 		$269 Buy
+1
New +$223 ﹤0.01% 213

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Innovative Advisory Group, LLC's IBM Position: Q3 2025 in Review

Innovative Advisory Group, LLC sold out of IBM (IBM) in Q3 2025, closing a stake of 1 share — an estimated $366 sold.

Innovative Advisory Group, LLC first reported a position in IBM in Q4 2024 and held it in 3 quarters. The position peaked at $366 in Q2 2025. 3,423 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Innovative Advisory Group, LLC reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1 IBM share in Q3 2025, an estimated $366.
  • Innovative Advisory Group, LLC first reported a position in IBM in Q4 2024 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's IBM position peaked at $366 in Q2 2025.
  • 3,423 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q3 2025, filed 23 Sep 2026.