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Optimum Investment Advisors’s IBM IBM Stock Holding History

Optimum Investment Advisors’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 		$569K Hold
2,018
– – 0.23% 83
2025
Q2 		$595K Hold
2,018
– – 0.26% 77
2025
Q1 		$502K Sell
2,018
-396
-16% -$96.9K 0.24% 87
2024
Q4 		$531K Sell
2,414
-312
-11% -$69.5K 0.23% 87
2024
Q3 		$603K Hold
2,726
– – 0.26% 87
2024
Q2 		$471K Hold
2,726
– – 0.21% 102
2024
Q1 		$521K Buy
2,726
+200
+8% +$36.5K 0.24% 93
2023
Q4 		$413K Sell
2,526
-451
-15% -$68.2K 0.21% 108
2023
Q3 		$418K Buy
2,977
+1
+0% +$142 0.21% 112
2023
Q2 		$398K Buy
2,976
+219
+8% +$28.3K 0.2% 119
2023
Q1 		$361K Buy
2,757
+162
+6% +$21.7K 0.19% 125
2022
Q4 		$366K Hold
2,595
– – 0.2% 119
2022
Q3 		$308K Buy
2,595
+16
+0.6% +$2.1K 0.17% 135
2022
Q2 		$364K Buy
2,579
+57
+2% +$7.69K 0.18% 121
2022
Q1 		$328K Sell
2,522
-857
-25% -$112K 0.14% 148
2021
Q4 		$452K Sell
3,379
-159
-4% -$19.9K 0.18% 124
2021
Q3 		$470K Sell
3,538
-436
-11% -$58.3K 0.2% 115
2021
Q2 		$557K Buy
3,974
+305
+8% +$41.7K 0.17% 130
2021
Q1 		$467K Sell
3,669
-342
-9% -$40.9K 0.14% 154
2020
Q4 		$483K Sell
4,011
-59
-1% -$6.82K 0.15% 135
2020
Q3 		$473K Sell
4,070
-427
-9% -$50.3K 0.16% 132
2020
Q2 		$519K Buy
4,497
+116
+3% +$13.5K 0.18% 129
2020
Q1 		$465K Sell
4,381
-88
-2% -$11.1K 0.19% 129
2019
Q4 		$573K Sell
4,469
-1,246
-22% -$162K 0.17% 146
2019
Q3 		$795K Buy
5,715
+220
+4% +$29.7K 0.25% 106
2019
Q2 		$724K Sell
5,495
-92
-2% -$12.1K 0.23% 106
2019
Q1 		$754K Sell
5,587
-93
-2% -$11.9K 0.25% 103
2018
Q4 		$617K Sell
5,680
-134
-2% -$16.1K 0.21% 123
2018
Q3 		$840K Sell
5,814
-202
-3% -$28.2K 0.23% 111
2018
Q2 		$803K Sell
6,016
-303
-5% -$42.3K 0.23% 113
2018
Q1 		$927K Buy
6,319
+114
+2% +$17.2K 0.27% 95
2017
Q4 		$910K Sell
6,205
-739
-11% -$107K 0.29% 101
2017
Q3 		$963K Sell
6,944
-379
-5% -$52.8K 0.32% 95
2017
Q2 		$1.08M Sell
7,323
-204
-3% -$30.8K 0.37% 79
2017
Q1 		$1.25M Buy
7,527
+6
+0.1% +$1.01K 0.44% 65
2016
Q4 		$1.19M Sell
7,521
-55
-0.7% -$8.38K 0.45% 64
2016
Q3 		$1.15M Buy
7,576
+240
+3% +$36.4K 0.43% 62
2016
Q2 		$1.06M Buy
7,336
+1,996
+37% +$286K 0.41% 67
2016
Q1 		$773K Buy
5,340
+7
+0.1% +$894 0.3% 101
2015
Q4 		$702K Sell
5,333
-94
-2% -$12.6K 0.27% 114
2015
Q3 		$752K Buy
+5,427
New +$801K 0.3% 101
2015
Q1 		$846K Sell
5,518
-909
-14% -$138K 0.27% 102
2014
Q4 		$986K Sell
6,427
-413
-6% -$65.7K 0.32% 86
2014
Q3 		$1.23M Sell
6,840
-100
-1% -$18.2K 0.41% 58
2014
Q2 		$1.2M Buy
6,940
+423
+6% +$76.1K 0.39% 65
2014
Q1 		$1.2M Buy
6,517
+289
+5% +$50.9K 0.45% 56
2013
Q4 		$1.12M Sell
6,228
-456
-7% -$78.6K 0.42% 66
2013
Q3 		$1.18M Buy
+6,684
New +$1.21M 0.49% 60

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

Optimum Investment Advisors's IBM Position: Q3 2025 in Review

Optimum Investment Advisors held its IBM (IBM) position steady in Q3 2025 at 2,018 shares worth $569K. The position accounts for 0.23% of the portfolio, ranked #83.

Optimum Investment Advisors first reported a position in IBM in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.25M in Q1 2017. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Optimum Investment Advisors held 2,018 shares of IBM worth $569K as of Q3 2025.
  • Optimum Investment Advisors left its IBM share count unchanged in Q3 2025.
  • IBM made up 0.23% of Optimum Investment Advisors's portfolio in Q3 2025, its #83 holding.
  • Optimum Investment Advisors first reported a position in IBM in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's IBM position peaked at $1.25M in Q1 2017.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.