Oliver Lagore Vanvalin Investment Group’s IBM IBM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$49.7K	Buy	+200	New	+$51.5K	0.02%	249
2024 Q4	$44K	Hold	200	–	–	0.01%	268
2024 Q3	$44.2K	Sell	200 -10	-5%	-$1.96K	0.01%	259
2024 Q2	$36.3K	Buy	+210	New	+$36.5K	0.01%	270
2024 Q1	–	Sell	-1	Closed	-$159	–	788
2023 Q4	$159	Sell	1 -108	-99%	-$16.3K	﹤0.01%	728
2023 Q3	$15.3K	Sell	109 -1	-0.9%	-$142	0.01%	376
2023 Q2	$14.7K	Hold	110	–	–	0.01%	405
2023 Q1	$14.4K	Hold	110	–	–	0.01%	334
2022 Q4	$15.5K	Hold	110	–	–	0.01%	306
2022 Q3	$13K	Hold	110	–	–	0.01%	302
2022 Q2	$16K	Hold	110	–	–	0.01%	282
2022 Q1	$14K	Buy	+110	New	+$14.3K	0.01%	297

Other funds holding IBM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

Capital World Investors

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return