Obsidian Personal Planning Solutions’s IBM IBM Stock Holding History

Obsidian Personal Planning Solutions’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	$1.81M	Hold	5,898	–	–	0.63%	29
2025 Q2	$1.74M	Sell	5,898 -66	-1%	-$17K	0.7%	29
2025 Q1	$1.44M	Sell	5,964 -83	-1%	-$20.3K	0.64%	29
2024 Q4	$1.55M	Buy	6,047 +66	+1%	+$14.7K	0.75%	25
2024 Q3	$1.24M	Sell	5,981 -7	-0.1%	-$1.37K	0.65%	25
2024 Q2	$1.04M	Sell	5,988 -95	-2%	-$16.5K	0.63%	25
2024 Q1	$1.01M	Sell	6,083 -179	-3%	-$32.7K	0.66%	26
2023 Q4	$1.02M	Buy	6,262 +393	+7%	+$59.4K	0.78%	24
2023 Q3	$823K	Hold	5,869	–	–	0.7%	25
2023 Q2	$785K	Hold	5,869	–	–	0.97%	20
2023 Q1	$769K	Hold	5,869	–	–	1.12%	19
2022 Q4	$827K	Hold	5,869	–	–	1.33%	18
2022 Q3	$697K	Hold	5,869	–	–	1.28%	19
2022 Q2	$829K	Buy	+5,869	New	+$792K	1.41%	18

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Obsidian Personal Planning Solutions's IBM Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its IBM (IBM) position steady in Q3 2025 at 5,898 shares worth $1.81M. The position accounts for 0.63% of the portfolio, ranked #29.

Obsidian Personal Planning Solutions first reported a position in IBM in Q2 2022 and has held it in 14 quarters since. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Obsidian Personal Planning Solutions held 5,898 shares of IBM worth $1.81M as of Q3 2025.
Obsidian Personal Planning Solutions left its IBM share count unchanged in Q3 2025.
IBM made up 0.63% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #29 holding.
Obsidian Personal Planning Solutions first reported a position in IBM in Q2 2022 and has held it in 14 quarters since.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.