PWM
IBM icon

PBMares Wealth Management’s IBM IBM Stock Holding History

PBMares 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
Q3 		$1.68M Buy
5,955
+18
+0.3% +$4.71K 0.27% 48
2025
Q2 		$1.75M Sell
5,937
-108
-2% -$27.8K 0.32% 40
2025
Q1 		$1.5M Sell
6,045
-1,519
-20% -$372K 0.3% 46
2024
Q4 		$1.66M Buy
7,564
+67
+0.9% +$14.9K 0.34% 45
2024
Q3 		$1.66M Sell
7,497
-1
-0% -$196 0.35% 42
2024
Q2 		$1.3M Sell
7,498
-110
-1% -$19.1K 0.32% 49
2024
Q1 		$1.45M Buy
7,608
+485
+7% +$88.5K 0.38% 45
2023
Q4 		$1.16M Buy
7,123
+200
+3% +$30.2K 0.35% 48
2023
Q3 		$971K Sell
6,923
-23
-0.3% -$3.27K 0.35% 52
2023
Q2 		$929K Sell
6,946
-99
-1% -$12.8K 0.33% 57
2023
Q1 		$924K Sell
7,045
-453
-6% -$60.6K 0.34% 54
2022
Q4 		$1.06M Sell
7,498
-340
-4% -$46.9K 0.43% 46
2022
Q3 		$931K Buy
7,838
+21
+0.3% +$2.76K 0.41% 49
2022
Q2 		$1.1M Buy
7,817
+200
+3% +$27K 0.47% 41
2022
Q1 		$990K Sell
7,617
-8
-0.1% -$1.04K 0.61% 40
2021
Q4 		$1.02M Sell
7,625
-35
-0.5% -$4.39K 0.43% 47
2021
Q3 		$1.02M Sell
7,660
-235
-3% -$31.4K 0.48% 40
2021
Q2 		$1.11M Sell
7,895
-314
-4% -$42.9K 0.6% 36
2021
Q1 		$1.05M Sell
8,209
-105
-1% -$12.6K 0.85% 32
2020
Q4 		$1M Buy
8,314
+199
+2% +$23K 1.15% 26
2020
Q3 		$944K Buy
8,115
+337
+4% +$39.7K 1.39% 20
2020
Q2 		$898K Hold
7,778
– – 1.35% 20
2020
Q1 		$825K Buy
7,778
+72
+0.9% +$9.11K 1.3% 22
2019
Q4 		$987K Buy
+7,706
New +$1M 1.17% 25

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

PBMares Wealth Management's IBM Position: Q3 2025 in Review

PBMares Wealth Management increased its IBM (IBM) stake by 0.3% in Q3 2025, buying an estimated $4.71K and bringing the position to 5,955 shares worth $1.68M. The position accounts for 0.27% of the portfolio, ranked #48.

PBMares Wealth Management first reported a position in IBM in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.75M in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • PBMares Wealth Management held 5,955 shares of IBM worth $1.68M as of Q3 2025.
  • PBMares Wealth Management bought 18 IBM shares in Q3 2025, an estimated $4.71K.
  • IBM made up 0.27% of PBMares Wealth Management's portfolio in Q3 2025, its #48 holding.
  • PBMares Wealth Management first reported a position in IBM in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's IBM position peaked at $1.75M in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.