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Parkworth Wealth Management’s IBM IBM Stock Holding History

Parkworth 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
Q2 		$80.2K Buy
272
+14
+5% +$3.61K 0.06% 86
2025
Q1 		$3.48K Hold
258
– – ﹤0.01% 158
2024
Q4 		$3.08K Buy
+258
New +$57.5K ﹤0.01% 176

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Parkworth Wealth Management's IBM Position: Q2 2025 in Review

Parkworth Wealth Management increased its IBM (IBM) stake by 5.4% in Q2 2025, buying an estimated $3.61K and bringing the position to 272 shares worth $80.2K. The position accounts for 0.06% of the portfolio, ranked #86.

Parkworth Wealth Management first reported a position in IBM in Q4 2024 and has held it in 3 quarters since. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Parkworth Wealth Management held 272 shares of IBM worth $80.2K as of Q2 2025.
  • Parkworth Wealth Management bought 14 IBM shares in Q2 2025, an estimated $3.61K.
  • IBM made up 0.06% of Parkworth Wealth Management's portfolio in Q2 2025, its #86 holding.
  • Parkworth Wealth Management first reported a position in IBM in Q4 2024 and has held it in 3 quarters since.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.